MWM
DFAT icon

Melfa Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Melfa Wealth Management’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
2026
Q1 		$1.56M Buy
24,995
+2,158
+9% +$137K 0.9% 29
2025
Q4 		$1.36M Buy
22,837
+369
+2% +$21.5K 0.78% 31
2025
Q3 		$1.31M Buy
22,468
+108
+0.5% +$6.15K 0.77% 32
2025
Q2 		$1.21M Sell
22,360
-180
-0.8% -$9.17K 0.76% 34
2025
Q1 		$1.16M Buy
22,540
+7
+0% +$385 0.78% 32
2024
Q4 		$1.25M Buy
22,533
+53
+0.2% +$3.03K 0.84% 31
2024
Q3 		$1.25M Sell
22,480
-3,493
-13% -$189K 0.83% 30
2024
Q2 		$1.35M Sell
25,973
-312
-1% -$16.4K 0.94% 27
2024
Q1 		$1.43M Buy
26,285
+1,657
+7% +$85.3K 1.03% 23
2023
Q4 		$1.29M Sell
24,628
-1,031
-4% -$48.2K 1.21% 21
2023
Q3 		$1.17M Buy
25,659
+580
+2% +$27.5K 1.27% 19
2023
Q2 		$1.16M Sell
25,079
-3,967
-14% -$174K 1.18% 21
2023
Q1 		$1.29M Buy
29,046
+149
+0.5% +$6.91K 1.29% 20
2022
Q4 		$1.27M Buy
+28,897
New +$1.27M 1.33% 20

Other funds holding DFAT

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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return