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Vertex Planning Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Vertex Planning Partners’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$248K Buy
4,602
+633
+16% +$34.2K 0.05% 163
2025
Q1 		$204K Buy
+3,969
New +$204K 0.04% 176