Waverly Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Waverly Advisors’s Portfolio DFAT Stock Details DFAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$750K	Sell
2025 Q2	$776K	Sell
2025 Q1	$755K	Buy
2024 Q4	$809K	Buy
2024 Q3	$808K	Sell
2024 Q2	$788K	Buy
2024 Q1	$800K	Buy
2023 Q4	$751K	Buy
2023 Q3	$655K	Buy
2023 Q2	$665K	Buy