PWM
DFAT icon

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

Parkshore 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 		$6.1M Buy
113,089
+19,820
+21% +$1.07M 2.98% 11
2025
Q1 		$4.8M Sell
93,269
-1,750
-2% -$90.1K 2.79% 11
2024
Q4 		$5.29M Buy
+95,019
New +$5.29M 3.18% 7