SwitchPoint Financial Planning’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
2025 Q2	$4.99M	Sell	92,510 -87	-0.1%	-$4.7K	4.09%	4
2025 Q1	$4.77M	Buy	92,597 +122	+0.1%	+$6.28K	4.52%	4
2024 Q4	$5.15M	Buy	+92,475	New	+$5.15M	4.93%	4