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FMFE 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
2024
Q2
$27.8M Buy
535,869
+3,418
+0.6% +$177K 25.82% 1
2024
Q1
$29M Sell
532,451
-1,646
-0.3% -$89.6K 26.58% 1
2023
Q4
$27.9M Buy
+534,097
New +$27.9M 27.52% 1