Belpointe Asset 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 | $389K | Hold |
7,211
| – | – | 0.02% | 672 |
|
|
2025
Q1 | $371K | Hold |
7,211
| – | – | 0.02% | 649 |
|
|
2024
Q4 | $402K | Hold |
7,211
| – | – | 0.02% | 566 |
|
|
2024
Q3 | $401K | Hold |
7,211
| – | – | 0.02% | 560 |
|
|
2024
Q2 | $374K | Buy |
+7,211
| New | +$374K | 0.03% | 521 |
|
|
2023
Q2 | – | Sell |
-1,640
| Closed | -$73K | – | 1227 |
|
|
2023
Q1 | $73K | Sell |
1,640
-132
| -7% | -$5.87K | ﹤0.01% | 1484 |
|
|
2022
Q4 | $77.9K | Buy |
+1,772
| New | +$77.9K | ﹤0.01% | 1374 |
|