HWMA
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Heritage Wealth Management (Arizona)’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-20
Closed -$1K – 1004
2022
Q1 		$1K Buy
+20
New +$1K ﹤0.01% 937