TWM
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Tumwater Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Tumwater Wealth Management’s Portfolio DFAT Stock Details DFAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$32.8M Buy
608,546
+44,814
+8% +$2.42M 15.26% 3
2025
Q1 		$29M Buy
563,732
+12,140
+2% +$625K 15.14% 3
2024
Q4 		$30.7M Buy
+551,592
New +$30.7M 16.1% 3