Focus Partners Wealth
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Focus Partners Wealth’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
$688M Sell
12,758,269
-226,746
-2% -$12.2M 1.49% 8
2025
Q1
$669M Buy
12,985,015
+796,900
+7% +$41M 1.68% 6
2024
Q4
$678M Sell
12,188,115
-35,736
-0.3% -$1.99M 1.76% 6
2024
Q3
$680M Buy
+12,223,851
New +$680M 2.17% 5