MWC
MBM Wealth Consultants’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 | $410K | Hold |
7,591
| – | – | 0.11% | 80 |
|
|
2025
Q1 | $391K | Hold |
7,591
| – | – | 0.12% | 79 |
|
|
2024
Q4 | $422K | Hold |
7,591
| – | – | 0.13% | 68 |
|
|
2024
Q3 | $422K | Hold |
7,591
| – | – | 0.13% | 67 |
|
|
2024
Q2 | $387K | Hold |
7,591
| – | – | 0.13% | 70 |
|
|
2024
Q1 | $413K | Hold |
7,591
| – | – | 0.15% | 66 |
|
|
2023
Q4 | $395K | Hold |
7,591
| – | – | 0.15% | 66 |
|
|
2023
Q3 | $336K | Hold |
7,591
| – | – | 0.15% | 69 |
|
|
2023
Q2 | $362K | Hold |
7,591
| – | – | 0.16% | 66 |
|
|
2023
Q1 | $338K | Hold |
7,591
| – | – | 0.14% | 69 |
|
|
2022
Q4 | $332K | Hold |
7,591
| – | – | 0.15% | 69 |
|
|
2022
Q3 | $305K | Hold |
7,591
| – | – | 0.15% | 66 |
|
|
2022
Q2 | $305K | Hold |
7,591
| – | – | 0.15% | 68 |
|
|
2022
Q1 | $354K | Hold |
7,591
| – | – | 0.15% | 73 |
|
|
2021
Q4 | $361K | Hold |
7,591
| – | – | 0.15% | 73 |
|
|
2021
Q3 | $337K | Hold |
7,591
| – | – | 0.15% | 78 |
|
|
2021
Q2 | $340K | Buy |
+7,591
| New | +$340K | 0.16% | 80 |
|