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Marshall & Sterling Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$66.5K Hold
1,233
– – 0.05% 131
2025
Q1 		$63.5K Hold
1,233
– – 0.04% 130
2024
Q4 		$68.6K Buy
+1,233
New +$68.6K 0.05% 111