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

Modern 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
2025 Q2	$394K	Sell
2025 Q1	$409K	Buy
2024 Q4	$406K	Hold
2024 Q3	$406K	Buy