Parkwoods Wealth Partners’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
$34.5M Buy
640,246
+9,838
+2% +$531K 19.93% 1
2025
Q1
$32.5M Buy
630,408
+44,656
+8% +$2.3M 21.93% 1
2024
Q4
$32.6M Buy
585,752
+18,846
+3% +$1.05M 25.93% 1
2024
Q3
$31.5M Buy
+566,906
New +$31.5M 25.94% 1