Independent Financial Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Independent Financial Group’s Portfolio DFAT Stock Details DFAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$742K	Buy
2025 Q4	$617K	Buy
2025 Q3	$567K	Buy
2025 Q2	$509K	Buy
2025 Q1	$320K	Buy
2024 Q4	$338K	Hold
2024 Q3	$338K	Buy
2024 Q2	$312K	Hold
2024 Q1	$327K	Hold
2023 Q4	$315K	Buy