MWM
Melfa 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 | $1.21M | Sell |
22,360
-180
| -0.8% | -$9.71K | 0.76% | 34 |
|
|
2025
Q1 | $1.16M | Buy |
22,540
+7
| +0% | +$360 | 0.78% | 32 |
|
|
2024
Q4 | $1.25M | Buy |
22,533
+53
| +0.2% | +$2.95K | 0.84% | 31 |
|
|
2024
Q3 | $1.25M | Sell |
22,480
-3,493
| -13% | -$194K | 0.83% | 30 |
|
|
2024
Q2 | $1.35M | Sell |
25,973
-312
| -1% | -$16.2K | 0.94% | 27 |
|
|
2024
Q1 | $1.43M | Buy |
26,285
+1,657
| +7% | +$90.2K | 1.03% | 23 |
|
|
2023
Q4 | $1.29M | Sell |
24,628
-1,031
| -4% | -$54K | 1.21% | 21 |
|
|
2023
Q3 | $1.17M | Buy |
25,659
+580
| +2% | +$26.5K | 1.27% | 19 |
|
|
2023
Q2 | $1.16M | Sell |
25,079
-3,967
| -14% | -$184K | 1.18% | 21 |
|
|
2023
Q1 | $1.29M | Buy |
29,046
+149
| +0.5% | +$6.63K | 1.29% | 20 |
|
|
2022
Q4 | $1.27M | Buy |
+28,897
| New | +$1.27M | 1.33% | 20 |
|