Mowery & Schoenfeld Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-644
| Closed | -$33.2K | – | 403 |
|
|
2025
Q1 | $33.2K | Hold |
644
| – | – | 0.07% | 161 |
|
|
2024
Q4 | $35.8K | Sell |
644
-3,706
| -85% | -$206K | 0.07% | 133 |
|
|
2024
Q3 | $242K | Hold |
4,350
| – | – | 0.38% | 33 |
|
|
2024
Q2 | $226K | Hold |
4,350
| – | – | 0.32% | 34 |
|
|
2024
Q1 | $237K | Hold |
4,350
| – | – | 0.46% | 28 |
|
|
2023
Q4 | $228K | Buy |
+4,350
| New | +$228K | 0.46% | 31 |
|