Quantum Financial Planning Services’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.68M Buy
68,237
+16,415
+32% +$886K 1.73% 7
2025
Q1
$2.67M Buy
51,822
+5,207
+11% +$268K 1.46% 6
2024
Q4
$2.59M Buy
+46,615
New +$2.59M 1.44% 6