GWM
GDS 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 | $221K | Hold |
4,090
| – | – | 0.02% | 163 |
|
|
2025
Q1 | $211K | Hold |
4,090
| – | – | 0.02% | 162 |
|
|
2024
Q4 | $228K | Hold |
4,090
| – | – | 0.02% | 157 |
|
|
2024
Q3 | $228K | Hold |
4,090
| – | – | 0.02% | 159 |
|
|
2024
Q2 | $212K | Buy |
+4,090
| New | +$212K | 0.02% | 131 |
|