Avidian Wealth Enterprises’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 | $890K | Buy |
16,490
+3,275
| +25% | +$177K | 0.04% | 216 |
|
|
2025
Q1 | $680K | Hold |
13,215
| – | – | 0.03% | 251 |
|
|
2024
Q4 | $736K | Buy |
13,215
+1
| +0% | +$56 | 0.03% | 233 |
|
|
2024
Q3 | $735K | Buy |
13,214
+1
| +0% | +$56 | 0.03% | 233 |
|
|
2024
Q2 | $685K | Buy |
13,213
+314
| +2% | +$16.3K | 0.03% | 226 |
|
|
2024
Q1 | $702K | Buy |
12,899
+1,800
| +16% | +$98K | 0.03% | 206 |
|
|
2023
Q4 | $581K | Hold |
11,099
| – | – | 0.04% | 237 |
|
|
2023
Q3 | $507K | Buy |
+11,099
| New | +$507K | 0.04% | 251 |
|