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

Long Island 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	$961K	Sell
2025 Q1	$1.03M	Sell
2024 Q4	$1.47M	Sell
2024 Q3	$2.1M	Buy
2024 Q2	$1.66M	Buy
2024 Q1	$1.73M	Buy
2023 Q4	$1.38M	Buy