MWA
Midland Wealth Advisors’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 | $299K | Buy |
5,534
+25
| +0.5% | +$1.35K | 0.02% | 149 |
|
|
2025
Q1 | $284K | Buy |
5,509
+17
| +0.3% | +$875 | 0.02% | 158 |
|
|
2024
Q4 | $306K | Buy |
5,492
+21
| +0.4% | +$1.17K | 0.02% | 158 |
|
|
2024
Q3 | $304K | Buy |
5,471
+19
| +0.3% | +$1.06K | 0.02% | 165 |
|
|
2024
Q2 | $283K | Buy |
5,452
+23
| +0.4% | +$1.19K | 0.02% | 175 |
|
|
2024
Q1 | $296K | Buy |
5,429
+11
| +0.2% | +$599 | 0.02% | 168 |
|
|
2023
Q4 | $284K | Buy |
+5,418
| New | +$284K | 0.02% | 159 |
|