Arista 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 | $520K | Hold |
9,636
| – | – | 0.07% | 142 |
|
|
2025
Q1 | $496K | Hold |
9,636
| – | – | 0.12% | 42 |
|
|
2024
Q4 | $536K | Hold |
9,636
| – | – | 0.13% | 42 |
|
|
2024
Q3 | $536K | Hold |
9,636
| – | – | 0.13% | 40 |
|
|
2024
Q2 | $500K | Buy |
9,636
+4,473
| +87% | +$232K | 0.13% | 39 |
|
|
2024
Q1 | $281K | Sell |
5,163
-4,473
| -46% | -$243K | 0.21% | 30 |
|
|
2023
Q4 | $504K | Hold |
9,636
| – | – | 0.18% | 29 |
|
|
2023
Q3 | $440K | Buy |
9,636
+690
| +8% | +$31.5K | 0.17% | 34 |
|
|
2023
Q2 | $415K | Hold |
8,946
| – | – | 0.17% | 34 |
|
|
2023
Q1 | $398K | Sell |
8,946
-595
| -6% | -$26.5K | 0.22% | 38 |
|
|
2022
Q4 | $419K | Buy |
+9,541
| New | +$419K | 0.26% | 37 |
|