Bartlett & Co Wealth Management’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 | $40.4K | Hold |
749
| – | – | ﹤0.01% | 691 |
|
|
2025
Q1 | $38.6K | Hold |
749
| – | – | ﹤0.01% | 698 |
|
|
2024
Q4 | $41.7K | Hold |
749
| – | – | ﹤0.01% | 688 |
|
|
2024
Q3 | $41.7K | Hold |
749
| – | – | ﹤0.01% | 692 |
|
|
2024
Q2 | $38.9K | Sell |
749
-9,560
| -93% | -$496K | ﹤0.01% | 702 |
|
|
2024
Q1 | $561K | Hold |
10,309
| – | – | 0.01% | 311 |
|
|
2023
Q4 | $545K | Buy |
+10,309
| New | +$545K | 0.01% | 338 |
|