Angeles Wealth Management’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 | $60.6K | Hold |
1,123
| – | – | ﹤0.01% | 373 |
|
|
2025
Q1 | $57.8K | Sell |
1,123
-1,610
| -59% | -$82.9K | ﹤0.01% | 326 |
|
|
2024
Q4 | $152K | Hold |
2,733
| – | – | 0.01% | 305 |
|
|
2024
Q3 | $152K | Sell |
2,733
-191
| -7% | -$10.6K | 0.01% | 270 |
|
|
2024
Q2 | $152K | Sell |
2,924
-234
| -7% | -$12.1K | 0.01% | 235 |
|
|
2024
Q1 | $172K | Buy |
3,158
+2,420
| +328% | +$132K | 0.02% | 227 |
|
|
2023
Q4 | $38.6K | Hold |
738
| – | – | ﹤0.01% | 226 |
|
|
2023
Q3 | $33.7K | Sell |
738
-3,850
| -84% | -$176K | ﹤0.01% | 206 |
|
|
2023
Q2 | $213K | Hold |
4,588
| – | – | 0.03% | 173 |
|
|
2023
Q1 | $204K | Buy |
4,588
+404
| +10% | +$18K | 0.03% | 169 |
|
|
2022
Q4 | $184K | Hold |
4,184
| – | – | 0.03% | 174 |
|
|
2022
Q3 | $163K | Hold |
4,184
| – | – | 0.03% | 172 |
|
|
2022
Q2 | $168K | Hold |
4,184
| – | – | 0.03% | 165 |
|
|
2022
Q1 | $195K | Buy |
+4,184
| New | +$195K | 0.04% | 166 |
|