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

Modern Wealth Management’s Portfolio DFAT Stock Details DFAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$394K Sell
7,303
-637
-8% -$34.4K 0.01% 530
2025
Q1 		$409K Buy
7,940
+637
+9% +$32.8K 0.01% 459
2024
Q4 		$406K Hold
7,303
– – 0.02% 394
2024
Q3 		$406K Buy
+7,303
New +$406K 0.02% 281