Rothschild Investment LLC’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
$169K Hold
3,123
0.01% 543
2025
Q1
$161K Hold
3,123
0.01% 537
2024
Q4
$174K Hold
3,123
0.01% 539
2024
Q3
$174K Hold
3,123
0.01% 538
2024
Q2
$162K Buy
+3,123
New +$162K 0.01% 535