Balboa Wealth Partners’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 | $1.58M | Sell |
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|
2025
Q1 | $1.57M | Buy |
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|
2024
Q4 | $1.65M | Sell |
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|
2024
Q3 | $1.76M | Buy |
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|
2024
Q2 | $1.46M | Buy |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $500K | Buy |
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|
2023
Q2 | $443K | Hold |
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|
2023
Q1 | $425K | Hold |
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|
2022
Q4 | $419K | Hold |
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|
2022
Q3 | $372K | Buy |
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