Summit 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
2024 Q4	–	Sell	-3,966	Closed	-$221K	–	209
2024 Q3	$221K	Buy	+3,966	New	+$221K	0.04%	219