MWM
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McMill 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
$15.5M Buy
286,572
+7,247
+3% +$391K 5.13% 7
2025
Q1
$14.4M Buy
279,325
+14,302
+5% +$736K 5.18% 8
2024
Q4
$14.8M Buy
+265,023
New +$14.8M 5.97% 5