JDH Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.6M	Sell	232,777 -8,535	-4%	-$461K	9.62%	3
2025 Q1	$12.4M	Sell	241,312 -2,812	-1%	-$145K	10.66%	2
2024 Q4	$13.6M	Buy	+244,124	New	+$13.6M	11.92%	2