BBR Partners’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 | $4.03M | Hold |
74,746
| – | – | 0.25% | 41 |
|
|
2025
Q1 | $3.85M | Hold |
74,746
| – | – | 0.27% | 35 |
|
|
2024
Q4 | $4.16M | Sell |
74,746
-4,164
| -5% | -$232K | 0.29% | 31 |
|
|
2024
Q3 | $4.39M | Sell |
78,910
-15,514
| -16% | -$863K | 0.33% | 30 |
|
|
2024
Q2 | $4.9M | Hold |
94,424
| – | – | 0.4% | 24 |
|
|
2024
Q1 | $5.14M | Buy |
94,424
+78,910
| +509% | +$4.3M | 0.41% | 27 |
|
|
2023
Q4 | $812K | Buy |
+15,514
| New | +$812K | 0.08% | 76 |
|