SWP
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Sagespring Wealth Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Sagespring Wealth Partners’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 		$214K Sell
3,963
-4,766
-55% -$257K ﹤0.01% 674
2025
Q1 		$449K Buy
8,729
+4,836
+124% +$249K 0.01% 413
2024
Q4 		$217K Buy
+3,893
New +$217K 0.01% 573