Angeles 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
Q3 | $65.4K | Hold |
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|
2025
Q2 | $60.6K | Hold |
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|
2025
Q1 | $57.8K | Sell |
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|
2024
Q4 | $152K | Hold |
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|
2024
Q3 | $152K | Sell |
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|
2024
Q2 | $152K | Sell |
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|
2024
Q1 | $172K | Buy |
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|
2023
Q4 | $38.6K | Hold |
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|
2023
Q3 | $33.7K | Sell |
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|
2023
Q2 | $213K | Hold |
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|
2023
Q1 | $204K | Buy |
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|
2022
Q4 | $184K | Hold |
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|
2022
Q3 | $163K | Hold |
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|
2022
Q2 | $168K | Hold |
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|
2022
Q1 | $195K | Buy |
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