SilverOak Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$221K Hold
2025
Q1
$211K Sell
2024
Q4
$258K Hold
2024
Q3
$258K Hold
2024
Q2
$241K Hold
2024
Q1
$252K Hold
2023
Q4
$243K Buy