Lodestone Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Lodestone Wealth Management’s Portfolio DFAT Stock Details DFAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$914K	Buy
2025 Q1	$854K	Buy
2024 Q4	$833K	Buy
2024 Q3	$700K	Buy
2024 Q2	$573K	Buy
2024 Q1	$519K	Buy
2023 Q4	$374K	Buy