Advisory Services & Investments’s Dimensional US Targeted Value ETF DFAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $820K | Sell |
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|
2024
Q2 | $796K | Sell |
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|
2024
Q1 | $851K | Sell |
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|
2023
Q4 | $824K | Sell |
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|
2023
Q3 | $746K | Sell |
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|
2023
Q2 | $793K | Buy |
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|
2023
Q1 | $756K | Sell |
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|
2022
Q4 | $756K | Sell |
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|
2022
Q3 | $845K | Buy |
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|
2022
Q2 | $861K | Buy |
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|
2022
Q1 | $981K | Buy |
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|
2021
Q4 | $956K | Buy |
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|
2021
Q3 | $846K | Buy |
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