AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1M | Buy |
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|
2025
Q1 | $20.5M | Buy |
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|
2024
Q4 | $20M | Buy |
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|
2024
Q3 | $18.1M | Buy |
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|
2024
Q2 | $15.1M | Buy |
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|
2024
Q1 | $14.9M | Buy |
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|
2023
Q4 | $13.2M | Buy |
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|
2023
Q3 | $10.2M | Buy |
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|
2023
Q2 | $8.68M | Buy |
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|
2023
Q1 | $6.46M | Buy |
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|
2022
Q4 | $5.01M | Buy |
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|
2022
Q3 | $3.67M | Buy |
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|
2022
Q2 | $3.3M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $652K | Buy |
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|
2021
Q3 | $424K | Sell |
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|
2021
Q2 | $444K | Buy |
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