Legacy Wealth Management (Idaho)’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	–	Sell	-392	Closed	-$20.2K	–	769
2025 Q1	$20.2K	Hold	392	–	–	0.01%	248
2024 Q4	$22.3K	Sell	392 -392	-50%	-$22.3K	0.01%	202
2024 Q3	$46.3K	Buy	+784	New	+$46.3K	0.03%	122