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Poinciana Advisors Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Poinciana Advisors Group’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.52M Sell
28,109
-2,151
-7% -$116K 1.37% 16
2025
Q1 		$1.56M Sell
30,260
-1,726
-5% -$88.9K 1.61% 17
2024
Q4 		$1.78M Buy
+31,986
New +$1.78M 1.8% 14