Triad 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
2025 Q2	$537K	Buy	9,943 +1,986	+25%	+$107K	0.11%	145
2025 Q1	$410K	Buy	7,957 +2,797	+54%	+$144K	0.13%	120
2024 Q4	$287K	Buy	+5,160	New	+$287K	0.1%	140