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Essential Planning’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Essential Planning’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,668
Closed -$611K – 130
2024
Q4 		$611K Buy
+10,668
New +$611K ﹤0.01% 257