BCR Wealth Strategies’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 | $745K | Hold |
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|
2025
Q2 | $690K | Hold |
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|
2025
Q1 | $659K | Hold |
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|
2024
Q4 | $712K | Hold |
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|
2024
Q3 | $712K | Sell |
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|
2024
Q2 | $669K | Sell |
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|
2024
Q1 | $704K | Hold |
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|
2023
Q4 | $675K | Hold |
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|
2023
Q3 | $590K | Hold |
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|
2023
Q2 | $599K | Hold |
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|
2023
Q1 | $574K | Hold |
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|
2022
Q4 | $567K | Hold |
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|
2022
Q3 | $503K | Hold |
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|
2022
Q2 | $520K | Hold |
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|
2022
Q1 | $602K | Hold |
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|
2021
Q4 | $614K | Buy |
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