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Summit Trail Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Summit Trail Advisors’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$938K Hold
17,382
– – 0.02% 504
2025
Q1 		$895K Hold
17,382
– – 0.03% 175
2024
Q4 		$967K Hold
17,382
– – 0.04% 143
2024
Q3 		$967K Buy
17,382
+3,424
+25% +$190K 0.02% 269
2024
Q2 		$724K Buy
+13,958
New +$724K 0.02% 299