WKWM
Walter & Keenan Wealth Management’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 | $3.71M | Sell |
68,798
-28,356
| -29% | -$1.53M | 1.08% | 26 |
|
|
2025
Q1 | $5M | Buy |
97,154
+2,423
| +3% | +$125K | 1.51% | 19 |
|
|
2024
Q4 | $5.27M | Buy |
94,731
+33,917
| +56% | +$1.89M | 1.59% | 18 |
|
|
2024
Q3 | $3.38M | Buy |
60,814
+18,595
| +44% | +$1.03M | 1.03% | 26 |
|
|
2024
Q2 | $2.19M | Buy |
+42,219
| New | +$2.19M | 0.7% | 43 |
|