BOSSRA
B.O.S.S. Retirement Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,298
| Closed | -$1.18M | – | 205 |
|
|
2024
Q3 | $1.18M | Buy |
21,298
+2,948
| +16% | +$164K | 0.24% | 109 |
|
|
2024
Q2 | $952K | Buy |
18,350
+6,888
| +60% | +$357K | 0.24% | 108 |
|
|
2024
Q1 | $600K | Sell |
11,462
-837
| -7% | -$43.8K | 0.23% | 103 |
|
|
2023
Q4 | $644K | Buy |
12,299
+1,296
| +12% | +$67.8K | 0.12% | 175 |
|
|
2023
Q3 | $503K | Buy |
11,003
+2,455
| +29% | +$112K | 0.11% | 187 |
|
|
2023
Q2 | $397K | Buy |
8,548
+2,584
| +43% | +$120K | 0.08% | 187 |
|
|
2023
Q1 | $265K | Buy |
5,964
+692
| +13% | +$30.8K | 0.06% | 196 |
|
|
2022
Q4 | $232K | Buy |
+5,272
| New | +$232K | 0.06% | 198 |
|