LWM
LongView 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 | $696K | Buy |
12,900
+300
| +2% | +$16.2K | 0.21% | 92 |
|
|
2025
Q1 | $649K | Buy |
12,600
+1,000
| +9% | +$51.5K | 0.19% | 98 |
|
|
2024
Q4 | $646K | Hold |
11,600
| – | – | 0.2% | 97 |
|
|
2024
Q3 | $645K | Buy |
11,600
+4,300
| +59% | +$239K | 0.21% | 94 |
|
|
2024
Q2 | $379K | Buy |
7,300
+3,000
| +70% | +$156K | 0.14% | 125 |
|
|
2024
Q1 | $234K | Hold |
4,300
| – | – | 0.09% | 159 |
|
|
2023
Q4 | $218K | Buy |
+4,300
| New | +$218K | 0.1% | 163 |
|