RWA
Rooted Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-56,288
| Closed | -$3.13M | – | 93 |
|
|
2024
Q4 | $3.13M | Buy |
56,288
+6,414
| +13% | +$357K | 1.23% | 21 |
|
|
2024
Q3 | $2.74M | Buy |
49,874
+9,006
| +22% | +$494K | 1.22% | 17 |
|
|
2024
Q2 | $2.26M | Buy |
40,868
+3,997
| +11% | +$221K | 1% | 27 |
|
|
2024
Q1 | $1.96M | Buy |
36,871
+993
| +3% | +$52.8K | 0.97% | 28 |
|
|
2023
Q4 | $1.8M | Buy |
35,878
+3,026
| +9% | +$152K | 0.94% | 29 |
|
|
2023
Q3 | $1.54M | Buy |
+32,852
| New | +$1.54M | 0.95% | 29 |
|