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

Lifeworks Advisors’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,285
Closed -$287K – 198
2023
Q3 		$287K Hold
6,285
– – 0.11% 151
2023
Q2 		$292K Hold
6,285
– – 0.12% 128
2023
Q1 		$280K Buy
+6,285
New +$280K 0.13% 123