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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,875
Closed -$226K 286
2023
Q2
$226K Buy
+4,875
New +$226K 0.03% 266