VWA
Visionary 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 | $14.2M | Buy |
263,445
+10,474
| +4% | +$565K | 0.73% | 35 |
|
|
2025
Q1 | $13M | Buy |
252,971
+3,962
| +2% | +$204K | 0.78% | 28 |
|
|
2024
Q4 | $13.9M | Buy |
249,009
+13,084
| +6% | +$728K | 0.81% | 24 |
|
|
2024
Q3 | $13.1M | Sell |
235,925
-507
| -0.2% | -$28.2K | 0.8% | 24 |
|
|
2024
Q2 | $12.3M | Buy |
236,432
+71
| +0% | +$3.68K | 0.8% | 25 |
|
|
2024
Q1 | $12.9M | Sell |
236,361
-73
| -0% | -$3.97K | 0.87% | 21 |
|
|
2023
Q4 | $12.4M | Sell |
236,434
-10,378
| -4% | -$543K | 0.91% | 21 |
|
|
2023
Q3 | $11.3M | Sell |
246,812
-946
| -0.4% | -$43.2K | 0.91% | 21 |
|
|
2023
Q2 | $11.5M | Sell |
247,758
-1,187
| -0.5% | -$55.1K | 0.92% | 20 |
|
|
2023
Q1 | $11.1M | Buy |
248,945
+28,322
| +13% | +$1.26M | 0.94% | 21 |
|
|
2022
Q4 | $9.7M | Buy |
+220,623
| New | +$9.7M | 0.9% | 26 |
|
|
2022
Q1 | – | Sell |
-13,463
| Closed | -$640K | – | 441 |
|
|
2021
Q4 | $640K | Sell |
13,463
-1,628
| -11% | -$77.4K | 0.05% | 202 |
|
|
2021
Q3 | $670K | Sell |
15,091
-598
| -4% | -$26.6K | 0.07% | 163 |
|
|
2021
Q2 | $703K | Buy |
+15,689
| New | +$703K | 0.07% | 165 |
|