LWM
LJI Wealth Management’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 | $3.33M | Buy |
61,743
+5,375
| +10% | +$290K | 0.58% | 23 |
|
|
2025
Q1 | $2.9M | Buy |
56,368
+123
| +0.2% | +$6.33K | 0.58% | 22 |
|
|
2024
Q4 | $3.13M | Buy |
56,245
+242
| +0.4% | +$13.5K | 0.62% | 20 |
|
|
2024
Q3 | $3.12M | Sell |
56,003
-4,426
| -7% | -$246K | 0.64% | 22 |
|
|
2024
Q2 | $3.13M | Buy |
60,429
+168
| +0.3% | +$8.71K | 0.69% | 22 |
|
|
2024
Q1 | $3.28M | Buy |
60,261
+83
| +0.1% | +$4.52K | 0.85% | 20 |
|
|
2023
Q4 | $3.15M | Buy |
60,178
+155
| +0.3% | +$8.11K | 0.82% | 23 |
|
|
2023
Q3 | $2.74M | Sell |
60,023
-1,757,610
| -97% | -$80.3M | 0.79% | 22 |
|
|
2023
Q2 | $2.81M | Buy |
1,817,633
+1,757,251
| +2,910% | +$2.72M | 0.82% | 21 |
|
|
2023
Q1 | $2.69M | Buy |
60,382
+142
| +0.2% | +$6.32K | 0.85% | 20 |
|
|
2022
Q4 | $2.65M | Buy |
+60,240
| New | +$2.65M | 0.93% | 21 |
|