HMV Wealth Advisors’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
$12.4M Buy
230,697
+65,500
+40% +$3.53M 8.16% 2
2025
Q1
$8.51M Buy
165,197
+65,820
+66% +$3.39M 6.75% 1
2024
Q4
$5.53M Buy
+99,377
New +$5.53M 5.54% 2