IHWM
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Iron Horse Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Iron Horse Wealth Management’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-574
Closed -$31.9K – 613
2024
Q4 		$31.9K Hold
574
– – 0.01% 148
2024
Q3 		$31.9K Buy
+574
New +$31K 0.01% 141
2024
Q1 		– Sell
-84
Closed -$4.4K – 474
2023
Q4 		$4.4K Buy
+84
New +$3.93K ﹤0.01% 279

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FFM
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IFA
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FPAS
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SC
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PFA
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EWA
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JTWM
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Iron Horse Wealth Management's DFAT Position: Q1 2025 in Review

Iron Horse Wealth Management sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2025, closing a stake of 574 shares — an estimated $31.9K sold.

Iron Horse Wealth Management first reported a position in DFAT in Q4 2023 and held it in 3 quarters. The position peaked at $31.9K in Q4 2024. 714 funds tracked by Wall St. Rank hold DFAT as of Q1 2025.

  • Iron Horse Wealth Management reported no remaining Dimensional US Targeted Value ETF position as of Q1 2025 after selling out during the quarter.
  • Iron Horse Wealth Management sold 574 Dimensional US Targeted Value ETF shares in Q1 2025, an estimated $31.9K.
  • Iron Horse Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and held it in 3 quarters.
  • Iron Horse Wealth Management's Dimensional US Targeted Value ETF position peaked at $31.9K in Q4 2024.
  • 714 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2025.

Based on Iron Horse Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.