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Legacy Financial Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Legacy Financial Advisors’s Portfolio DFAT Stock Details DFAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$461K Buy
8,549
+895
+12% +$48.3K 0.07% 211
2025
Q1 		$394K Buy
7,654
+2,438
+47% +$126K 0.07% 240
2024
Q4 		$290K Buy
+5,216
New +$290K 0.05% 276