Allworth Financial’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 | $50M | Buy |
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|
2025
Q1 | $40M | Buy |
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|
2024
Q4 | $46.8M | Buy |
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|
2024
Q3 | $34.7M | Buy |
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|
2024
Q2 | $28.6M | Buy |
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|
2024
Q1 | $27.7M | Sell |
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|
2023
Q4 | $26.8M | Sell |
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|
2023
Q3 | $24M | Buy |
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|
2023
Q2 | $23.4M | Buy |
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|
2023
Q1 | $21.5M | Sell |
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|
2022
Q4 | $31.9M | Buy |
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|
2022
Q3 | $23.2M | Buy |
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|
2022
Q2 | $21.2M | Buy |
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|
2022
Q1 | $18.2M | Buy |
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|
2021
Q4 | $17.6M | Buy |
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|
2021
Q3 | $11.9M | Buy |
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|
2021
Q2 | $10.5M | Buy |
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