180 Wealth Advisors’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 | $708K | Buy |
13,112
+1,334
| +11% | +$72K | 0.1% | 194 |
|
|
2025
Q1 | $606K | Sell |
11,778
-294
| -2% | -$15.1K | 0.1% | 202 |
|
|
2024
Q4 | $672K | Buy |
12,072
+2,851
| +31% | +$159K | 0.11% | 185 |
|
|
2024
Q3 | $513K | Buy |
9,221
+165
| +2% | +$9.18K | 0.08% | 219 |
|
|
2024
Q2 | $483K | Buy |
9,056
+435
| +5% | +$23.2K | 0.08% | 222 |
|
|
2024
Q1 | $469K | Buy |
8,621
+496
| +6% | +$27K | 0.08% | 217 |
|
|
2023
Q4 | $423K | Buy |
8,125
+1,539
| +23% | +$80.2K | 0.08% | 223 |
|
|
2023
Q3 | $301K | Sell |
6,586
-300
| -4% | -$13.7K | 0.07% | 261 |
|
|
2023
Q2 | $321K | Buy |
6,886
+319
| +5% | +$14.9K | 0.07% | 245 |
|
|
2023
Q1 | $292K | Buy |
6,567
+452
| +7% | +$20.1K | 0.07% | 268 |
|
|
2022
Q4 | $290K | Buy |
+6,115
| New | +$290K | 0.07% | 269 |
|