Atria Wealth Solutions’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
Q2 | $557K | Sell |
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|
2025
Q1 | $604K | Sell |
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|
2024
Q4 | $909K | Buy |
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|
2024
Q3 | $700K | Sell |
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|
2024
Q2 | $665K | Sell |
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|
2024
Q1 | $701K | Sell |
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|
2023
Q4 | $726K | Sell |
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|
2023
Q3 | $856K | Sell |
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|
2023
Q2 | $897K | Buy |
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|
2023
Q1 | $846K | Buy |
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|
2022
Q4 | $806K | Buy |
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|
2022
Q3 | $521K | Buy |
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|
2022
Q2 | $501K | Sell |
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|
2022
Q1 | $744K | Buy |
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