Baker Tilly Wealth Management’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
Q3 | $20.3M | Buy |
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|
2025
Q2 | $752K | Hold |
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|
2025
Q1 | $718K | Hold |
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|
2024
Q4 | $776K | Hold |
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|
2024
Q3 | $775K | Hold |
|
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|
2024
Q2 | $723K | Hold |
|
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|
2024
Q1 | $759K | Sell |
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|
2023
Q4 | $758K | Sell |
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|
2023
Q3 | $896K | Sell |
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|
2023
Q2 | $969K | Sell |
|
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|
2023
Q1 | $932K | Sell |
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|
2022
Q4 | $955K | Hold |
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|
2022
Q3 | $846K | Hold |
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|
2022
Q2 | $873K | Hold |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $1.08M | Sell |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $1.12M | Buy |
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