MB Generational Wealth’s Dimensional US Targeted Value ETF DFAT Stock Holding History

MB Generational Wealth’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 Q1	$1.05M	Sell
2024 Q4	$1.14M	Sell
2024 Q3	$1.15M	Buy
2024 Q2	$1.07M	Sell
2024 Q1	$1.13M	Sell
2023 Q4	$1.09M	Buy