Walter & Keenan Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Walter & Keenan Wealth Management’s Portfolio DFAT Stock Details DFAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.71M	Sell
2025 Q1	$5M	Buy
2024 Q4	$5.27M	Buy
2024 Q3	$3.38M	Buy
2024 Q2	$2.19M	Buy