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

SilverOak Wealth Management’s Portfolio DFAT Stock Details DFAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$256K	Hold	4,094	–	–	0.04%	107
2025 Q4	$244K	Hold	4,094	–	–	0.04%	109
2025 Q3	$238K	Hold	4,094	–	–	0.04%	103
2025 Q2	$221K	Hold	4,094	–	–	0.04%	105
2025 Q1	$211K	Sell	4,094 -544	-12%	-$29.9K	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	+$217K	0.07%	75

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