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

Perigon Wealth Management’s Portfolio DFAT Stock Details DFAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$705K	Buy
2025 Q2	$653K	Hold
2025 Q1	$623K	Sell
2024 Q4	$905K	Buy
2024 Q3	$881K	Sell
2024 Q2	$822K	Buy
2024 Q1	$407K	Sell
2023 Q4	$472K	Buy
2023 Q3	–	Sell
2023 Q2	$406K	Buy
2023 Q1	$207K	Buy