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Atlas Capital Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Atlas Capital Advisors’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$178K Hold
3,296
– – 0.02% 430
2025
Q1 		$170K Hold
3,296
– – 0.02% 434
2024
Q4 		$183K Hold
3,296
– – 0.02% 405
2024
Q3 		$183K Hold
3,296
– – 0.03% 387
2024
Q2 		$171K Hold
3,296
– – 0.02% 407
2024
Q1 		$179K Sell
3,296
-1,718
-34% -$88.4K 0.03% 385
2023
Q4 		$262K Sell
5,014
-575
-10% -$26.9K 0.04% 320
2023
Q3 		$255K Hold
5,589
– – 0.04% 304
2023
Q2 		$259K Sell
5,589
-800
-13% -$35.1K 0.04% 315
2023
Q1 		$284K Sell
6,389
-1,600
-20% -$74.2K 0.04% 295
2022
Q4 		$351K Sell
7,989
-450
-5% -$19.8K 0.06% 235
2022
Q3 		$329K Buy
8,439
+2,117
+33% +$90.3K 0.06% 246
2022
Q2 		$254K Sell
6,322
-675
-10% -$29.6K 0.04% 323
2022
Q1 		$326K Hold
6,997
– – 0.05% 277
2021
Q4 		$332K Buy
6,997
+1,230
+21% +$57.8K 0.05% 284
2021
Q3 		$256K Buy
5,767
+3,434
+147% +$152K 0.04% 309
2021
Q2 		$105K Buy
+2,333
New +$105K 0.02% 445

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