VWA
Valued Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.8M | Buy |
107,434
+29,031
| +37% | +$1.57M | 3.02% | 8 |
|
|
2025
Q1 | $4.04M | Buy |
78,403
+527
| +0.7% | +$27.1K | 2.42% | 9 |
|
|
2024
Q4 | $4.33M | Buy |
77,876
+3,856
| +5% | +$215K | 2.72% | 9 |
|
|
2024
Q3 | $4.12M | Buy |
74,020
+2,899
| +4% | +$161K | 2.67% | 9 |
|
|
2024
Q2 | $3.69M | Sell |
71,121
-4,024
| -5% | -$209K | 2.53% | 9 |
|
|
2024
Q1 | $4.09M | Sell |
75,145
-227,679
| -75% | -$12.4M | 2.9% | 9 |
|
|
2023
Q4 | $13.8M | Buy |
+302,824
| New | +$13.8M | 12.78% | 3 |
|