PWMG
Private Wealth Management Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Sell |
75,709
-2,475
| -3% | -$134K | 1.36% | 18 |
|
|
2025
Q1 | $4.03M | Sell |
78,184
-3,040
| -4% | -$157K | 1.49% | 18 |
|
|
2024
Q4 | $4.52M | Sell |
81,224
-7,396
| -8% | -$412K | 1.73% | 17 |
|
|
2024
Q3 | $4.93M | Sell |
88,620
-630
| -0.7% | -$35K | 1.95% | 14 |
|
|
2024
Q2 | $4.63M | Sell |
89,250
-986
| -1% | -$51.1K | 2.01% | 14 |
|
|
2024
Q1 | $4.91M | Sell |
90,236
-1,267
| -1% | -$69K | 2.22% | 12 |
|
|
2023
Q4 | $4.79M | Buy |
+91,503
| New | +$4.79M | 2.35% | 12 |
|