Monument Group Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Monument Group Wealth Advisors’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	$471K	Sell
2025 Q1	$450K	Sell
2024 Q4	$494K	Sell
2024 Q3	$502K	Hold
2024 Q2	$468K	Sell
2024 Q1	$521K	Buy
2023 Q4	$470K	Buy