BFC
Bedel Financial Consulting’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
50,235
+3,516
| +8% | +$190K | 0.37% | 34 |
|
|
2025
Q1 | $2.33M | Buy |
46,719
+18,337
| +65% | +$915K | 0.33% | 39 |
|
|
2024
Q4 | $1.64M | Buy |
28,382
+472
| +2% | +$27.2K | 0.23% | 60 |
|
|
2024
Q3 | $1.55M | Buy |
27,910
+1,530
| +6% | +$85.1K | 0.22% | 61 |
|
|
2024
Q2 | $1.37M | Buy |
26,380
+1,163
| +5% | +$60.3K | 0.2% | 61 |
|
|
2024
Q1 | $1.37M | Buy |
25,217
+3,192
| +14% | +$174K | 0.22% | 63 |
|
|
2023
Q4 | $1.15M | Buy |
22,025
+5,245
| +31% | +$274K | 0.21% | 68 |
|
|
2023
Q3 | $767K | Buy |
16,780
+2,028
| +14% | +$92.7K | 0.16% | 79 |
|
|
2023
Q2 | $684K | Sell |
14,752
-2,617
| -15% | -$121K | 0.14% | 90 |
|
|
2023
Q1 | $773K | Buy |
17,369
+6,099
| +54% | +$271K | 0.19% | 77 |
|
|
2022
Q4 | $495K | Buy |
11,270
+2,489
| +28% | +$109K | 0.12% | 109 |
|
|
2022
Q3 | $391K | Buy |
+8,781
| New | +$391K | 0.1% | 130 |
|