RWM
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Rialto Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Rialto Wealth Management’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$340K Buy
6,309
+305
+5% +$16.5K 0.1% 115
2025
Q1 		$309K Sell
6,004
-689
-10% -$35.5K 0.1% 118
2024
Q4 		$373K Buy
+6,693
New +$373K 0.12% 106