PIWA

Prevail Innovative Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12,078	Closed	-$632K	–	163
2023 Q4	$632K	Buy	12,078 +75	+0.6%	+$3.93K	0.3%	90
2023 Q3	$548K	Buy	+12,003	New	+$548K	0.28%	80