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

Soundmark 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
2024
Q2 		– Sell
-79,133
Closed -$4.31M – 17
2024
Q1 		$4.31M Sell
79,133
-5,327
-6% -$274K 1.91% 19
2023
Q4 		$4.42M Sell
84,460
-871
-1% -$40.7K 2.18% 17
2023
Q3 		$3.9M Sell
85,331
-314
-0.4% -$14.9K 2.17% 17
2023
Q2 		$3.97M Sell
85,645
-1,017
-1% -$44.6K 2.22% 17
2023
Q1 		$3.86M Sell
86,662
-15
-0% -$695 2.31% 17
2022
Q4 		$3.81M Buy
86,677
+140
+0.2% +$6.15K 2.46% 16
2022
Q3 		$3.37M Sell
86,537
-977
-1% -$41.7K 2.36% 16
2022
Q2 		$3.52M Sell
87,514
-290
-0.3% -$12.7K 2.51% 14
2022
Q1 		$4.09M Buy
87,804
+219
+0.3% +$10.2K 2.86% 11
2021
Q4 		$4.16M Sell
87,585
-48,169
-35% -$2.26M 2.85% 12
2021
Q3 		$6.03M Buy
135,754
+3,619
+3% +$160K 2.17% 15
2021
Q2 		$5.88M Buy
+132,135
New +$5.94M 2.42% 14

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