LWM
Lodestone 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 | $914K | Buy |
16,942
+361
| +2% | +$19.5K | 0.45% | 66 |
|
|
2025
Q1 | $854K | Buy |
16,581
+1,614
| +11% | +$83.1K | 0.45% | 63 |
|
|
2024
Q4 | $833K | Buy |
14,967
+2,392
| +19% | +$133K | 0.42% | 65 |
|
|
2024
Q3 | $700K | Buy |
12,575
+1,536
| +14% | +$85.4K | 0.35% | 72 |
|
|
2024
Q2 | $573K | Buy |
11,039
+1,501
| +16% | +$77.9K | 0.3% | 79 |
|
|
2024
Q1 | $519K | Buy |
9,538
+2,387
| +33% | +$130K | 0.27% | 89 |
|
|
2023
Q4 | $374K | Buy |
+7,151
| New | +$374K | 0.22% | 108 |
|