WMS
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Wealth Management Strategies’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Wealth Management Strategies’s Portfolio DFAT Stock Details DFAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$528K Buy
10,254
+30
+0.3% +$1.55K 0.35% 22
2024
Q4 		$5.69K Buy
+10,224
New +$5.69K 0.44% 20