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Trellis Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Trellis Wealth Advisors’s Portfolio DFAT Stock Details DFAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6,140
Closed -$273K – 32
2023
Q1 		$273K Hold
6,140
– – 0.2% 26
2022
Q4 		$270K Buy
+6,140
New +$270K 0.23% 22