MGWA
Monument Group 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 | $471K | Sell |
8,730
-2
| -0% | -$108 | 0.3% | 22 |
|
|
2025
Q1 | $450K | Sell |
8,732
-138
| -2% | -$7.11K | 0.31% | 21 |
|
|
2024
Q4 | $494K | Sell |
8,870
-160
| -2% | -$8.91K | 0.35% | 21 |
|
|
2024
Q3 | $502K | Hold |
9,030
| – | – | 0.3% | 22 |
|
|
2024
Q2 | $468K | Sell |
9,030
-551
| -6% | -$28.6K | 0.32% | 23 |
|
|
2024
Q1 | $521K | Buy |
9,581
+600
| +7% | +$32.7K | 0.39% | 21 |
|
|
2023
Q4 | $470K | Buy |
+8,981
| New | +$470K | 0.4% | 19 |
|