Verus Wealth Management’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
$1.48M Sell
27,493
-6,325
-19% -$341K 1.49% 18
2025
Q1
$1.74M Buy
33,818
+286
+0.9% +$14.7K 1.91% 14
2024
Q4
$1.87M Buy
+33,532
New +$1.87M 2.09% 13