VW
Vance Wealth’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 | $8.41M | Buy |
155,872
+14,801
| +10% | +$799K | 2.84% | 6 |
|
|
2025
Q1 | $7.26M | Buy |
141,071
+130,597
| +1,247% | +$6.72M | 2.73% | 6 |
|
|
2024
Q4 | $583K | Sell |
10,474
-2,629
| -20% | -$146K | 0.23% | 57 |
|
|
2024
Q3 | $729K | Buy |
13,103
+802
| +7% | +$44.6K | 0.28% | 48 |
|
|
2024
Q2 | $638K | Buy |
12,301
+45
| +0.4% | +$2.33K | 0.26% | 48 |
|
|
2024
Q1 | $667K | Buy |
12,256
+738
| +6% | +$40.2K | 0.27% | 44 |
|
|
2023
Q4 | $603K | Buy |
11,518
+4,561
| +66% | +$239K | 0.26% | 45 |
|
|
2023
Q3 | $318K | Buy |
6,957
+2,146
| +45% | +$98.1K | 0.15% | 61 |
|
|
2023
Q2 | $223K | Buy |
+4,811
| New | +$223K | 0.1% | 73 |
|