EWM
Evermay Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.17K | Hold |
170
| – | – | ﹤0.01% | 452 |
|
|
2025
Q1 | $8.75K | Hold |
170
| – | – | ﹤0.01% | 454 |
|
|
2024
Q4 | $9.46K | Hold |
170
| – | – | ﹤0.01% | 453 |
|
|
2024
Q3 | $9.46K | Hold |
170
| – | – | ﹤0.01% | 465 |
|
|
2024
Q2 | $8.82K | Hold |
170
| – | – | ﹤0.01% | 466 |
|
|
2024
Q1 | $9.25K | Hold |
170
| – | – | ﹤0.01% | 477 |
|
|
2023
Q4 | $8.9K | Hold |
170
| – | – | ﹤0.01% | 461 |
|
|
2023
Q3 | $7.77K | Hold |
170
| – | – | ﹤0.01% | 451 |
|
|
2023
Q2 | $7.89K | Hold |
170
| – | – | ﹤0.01% | 441 |
|
|
2023
Q1 | $7.57K | Hold |
170
| – | – | ﹤0.01% | 436 |
|
|
2022
Q4 | $7.47K | Hold |
170
| – | – | ﹤0.01% | 439 |
|
|
2022
Q3 | $7K | Hold |
170
| – | – | ﹤0.01% | 428 |
|
|
2022
Q2 | $7K | Hold |
170
| – | – | ﹤0.01% | 425 |
|
|
2022
Q1 | $8K | Hold |
170
| – | – | ﹤0.01% | 432 |
|
|
2021
Q4 | $8K | Hold |
170
| – | – | ﹤0.01% | 416 |
|
|
2021
Q3 | $8K | Sell |
170
-40
| -19% | -$1.88K | ﹤0.01% | 395 |
|
|
2021
Q2 | $9K | Buy |
+210
| New | +$9K | ﹤0.01% | 410 |
|