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

Navigoe 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 		$12.4M Sell
229,601
-686
-0.3% -$37K 9.35% 3
2025
Q1 		$11.9M Sell
230,287
-1,556
-0.7% -$80.1K 10.27% 3
2024
Q4 		$12.9M Buy
+231,843
New +$12.9M 12.6% 3