Rooted Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Rooted Wealth Advisors’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 Q1	–	Sell
2024 Q4	$3.13M	Buy
2024 Q3	$2.74M	Buy
2024 Q2	$2.26M	Buy
2024 Q1	$1.96M	Buy
2023 Q4	$1.8M	Buy
2023 Q3	$1.54M	Buy