SWM
SilverOak Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Hold |
4,094
| – | – | 0.04% | 105 |
|
|
2025
Q1 | $211K | Sell |
4,094
-544
| -12% | -$28K | 0.05% | 93 |
|
|
2024
Q4 | $258K | Hold |
4,638
| – | – | 0.06% | 82 |
|
|
2024
Q3 | $258K | Hold |
4,638
| – | – | 0.06% | 84 |
|
|
2024
Q2 | $241K | Hold |
4,638
| – | – | 0.06% | 82 |
|
|
2024
Q1 | $252K | Hold |
4,638
| – | – | 0.06% | 81 |
|
|
2023
Q4 | $243K | Buy |
+4,638
| New | +$243K | 0.07% | 75 |
|