Altiora Financial Group’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 | $13.1M | Buy |
243,145
+3,708
| +2% | +$200K | 2.56% | 10 |
|
2025
Q1 | $12.3M | Buy |
239,437
+6,377
| +3% | +$328K | 2.62% | 10 |
|
2024
Q4 | $13M | Buy |
233,060
+25,383
| +12% | +$1.41M | 2.82% | 9 |
|
2024
Q3 | $11.6M | Buy |
207,677
+28,455
| +16% | +$1.58M | 2.55% | 10 |
|
2024
Q2 | $9.3M | Buy |
179,222
+19,416
| +12% | +$1.01M | 2.23% | 11 |
|
2024
Q1 | $8.7M | Sell |
159,806
-3,558
| -2% | -$194K | 2.36% | 11 |
|
2023
Q4 | $8.55M | Buy |
163,364
+45,369
| +38% | +$2.37M | 2.48% | 10 |
|
2023
Q3 | $5.39M | Buy |
117,995
+75
| +0.1% | +$3.43K | 2.5% | 9 |
|
2023
Q2 | $5.47M | Sell |
117,920
-836
| -0.7% | -$38.8K | 2.4% | 9 |
|
2023
Q1 | $5.28M | Buy |
118,756
+57
| +0% | +$2.54K | 2.44% | 9 |
|
2022
Q4 | $5.22M | Buy |
+118,699
| New | +$5.22M | 2.6% | 7 |
|