BWA
BDO Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,787
| Closed | -$152K | – | 1049 |
|
|
2022
Q2 | $152K | Hold |
3,787
| – | – | 0.02% | 286 |
|
|
2022
Q1 | $176K | Hold |
3,787
| – | – | 0.02% | 282 |
|
|
2021
Q4 | $180K | Hold |
3,787
| – | – | 0.02% | 290 |
|
|
2021
Q3 | $168K | Hold |
3,787
| – | – | 0.02% | 308 |
|
|
2021
Q2 | $170K | Buy |
+3,787
| New | +$170K | 0.02% | 308 |
|