MWM
Mascoma 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 | $31K | Hold |
575
| – | – | 0.01% | 228 |
|
|
2025
Q1 | $29.6K | Hold |
575
| – | – | 0.01% | 232 |
|
|
2024
Q4 | $32K | Hold |
575
| – | – | 0.01% | 237 |
|
|
2024
Q3 | $32K | Hold |
575
| – | – | 0.01% | 231 |
|
|
2024
Q2 | $29.8K | Sell |
575
-100
| -15% | -$5.19K | 0.01% | 240 |
|
|
2024
Q1 | $36.7K | Hold |
675
| – | – | 0.01% | 208 |
|
|
2023
Q4 | $35.3K | Hold |
675
| – | – | 0.01% | 218 |
|
|
2023
Q3 | $30.8K | Hold |
675
| – | – | 0.01% | 228 |
|
|
2023
Q2 | $33.2K | Hold |
675
| – | – | 0.01% | 219 |
|
|
2023
Q1 | $29.4K | Hold |
675
| – | – | 0.01% | 294 |
|
|
2022
Q4 | $29.7K | Hold |
675
| – | – | 0.01% | 290 |
|
|
2022
Q3 | $26K | Hold |
675
| – | – | 0.01% | 307 |
|
|
2022
Q2 | $27K | Hold |
675
| – | – | 0.01% | 314 |
|
|
2022
Q1 | $31K | Hold |
675
| – | – | 0.01% | 324 |
|
|
2021
Q4 | $32K | Buy |
+675
| New | +$32K | 0.01% | 269 |
|