LW
Linscomb Wealth’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Hold |
5,020
| – | – | 0.01% | 274 |
|
|
2025
Q1 | $258K | Hold |
5,020
| – | – | 0.01% | 267 |
|
|
2024
Q4 | $279K | Hold |
5,020
| – | – | 0.01% | 258 |
|
|
2024
Q3 | $279K | Hold |
5,020
| – | – | 0.01% | 256 |
|
|
2024
Q2 | $260K | Hold |
5,020
| – | – | 0.01% | 257 |
|
|
2024
Q1 | $273K | Buy |
+5,020
| New | +$273K | 0.01% | 255 |
|