IWS
Integrity Wealth Solutions’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 | $1.03M | Buy |
19,047
+87
| +0.5% | +$4.69K | 0.5% | 46 |
|
|
2025
Q1 | $976K | Buy |
18,960
+58
| +0.3% | +$2.99K | 0.53% | 47 |
|
|
2024
Q4 | $1.05M | Buy |
18,902
+71
| +0.4% | +$3.95K | 0.59% | 44 |
|
|
2024
Q3 | $1.05M | Buy |
18,831
+68
| +0.4% | +$3.78K | 0.61% | 44 |
|
|
2024
Q2 | $973K | Buy |
+18,763
| New | +$973K | 0.63% | 43 |
|