RWM
Revisor Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,488
| Closed | -$560K | – | 166 |
|
|
2024
Q1 | $560K | Buy |
+10,488
| New | +$560K | 0.25% | 105 |
|
|
2023
Q4 | – | Sell |
-7,866
| Closed | -$359K | – | 140 |
|
|
2023
Q3 | $359K | Hold |
7,866
| – | – | 0.31% | 79 |
|
|
2023
Q2 | $365K | Hold |
7,866
| – | – | 0.33% | 74 |
|
|
2023
Q1 | $350K | Buy |
+7,866
| New | +$350K | 0.32% | 77 |
|