Vestia Personal Wealth Advisors’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	$10.1M	Sell	187,631 -1,627	-0.9%	-$87.8K	6.94%	4
2025 Q1	$9.74M	Sell	189,258 -8,521	-4%	-$439K	7.71%	4
2024 Q4	$11M	Sell	197,779 -2,217	-1%	-$123K	9.06%	1
2024 Q3	$11.1M	Buy	199,996 +166	+0.1%	+$9.24K	10.48%	1
2024 Q2	$10.4M	Buy	+199,830	New	+$10.4M	11.06%	1