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

Whalen Wealth Management’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	$330K	Buy
2025 Q2	$305K	Buy
2025 Q1	$290K	Buy
2024 Q4	$312K	Buy
2024 Q3	$311K	Buy
2024 Q2	$289K	Buy
2024 Q1	$302K	Hold
2023 Q4	$290K	Buy