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

Private Wealth Management Group’s Portfolio DFAT Stock Details DFAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.09M	Sell
2025 Q1	$4.03M	Sell
2024 Q4	$4.52M	Sell
2024 Q3	$4.93M	Sell
2024 Q2	$4.63M	Sell
2024 Q1	$4.91M	Sell
2023 Q4	$4.79M	Buy