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

Magnolia 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
2026
Q2 		– Sell
-908
Closed -$56.7K – 61
2026
Q1 		$56.7K Buy
+908
New +$57.7K 0.03% 42

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Magnolia Wealth Management's DFAT Position: Q2 2026 in Review

Magnolia Wealth Management sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2026, closing a stake of 908 shares — an estimated $56.7K sold.

Magnolia Wealth Management first reported a position in DFAT in Q1 2026 and held it in 1 quarter. The position peaked at $56.7K in Q1 2026. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Magnolia Wealth Management reported no remaining Dimensional US Targeted Value ETF position as of Q2 2026 after selling out during the quarter.
  • Magnolia Wealth Management sold 908 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $56.7K.
  • Magnolia Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q1 2026 and held it in 1 quarter.
  • Magnolia Wealth Management's Dimensional US Targeted Value ETF position peaked at $56.7K in Q1 2026.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.