XY Planning Network’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.07M	Buy	56,848 +15,602	+38%	+$842K	1.04%	29
2025 Q1	$2.12M	Sell	41,246 -4,414	-10%	-$227K	1.42%	18
2024 Q4	$2.54M	Buy	+45,660	New	+$2.54M	1.91%	14