BMD
Better Money Decisions’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 | $10.1M | Buy |
187,289
+9,430
| +5% | +$509K | 6.14% | 5 |
|
|
2025
Q1 | $9.16M | Buy |
177,859
+1,628
| +0.9% | +$83.8K | 6.11% | 5 |
|
|
2024
Q4 | $9.81M | Buy |
176,231
+18,919
| +12% | +$1.05M | 6.8% | 4 |
|
|
2024
Q3 | $8.75M | Buy |
157,312
+10,499
| +7% | +$584K | 6.21% | 5 |
|
|
2024
Q2 | $7.62M | Buy |
146,813
+7,860
| +6% | +$408K | 5.73% | 6 |
|
|
2024
Q1 | $7.56M | Buy |
138,953
+42,302
| +44% | +$2.3M | 6% | 5 |
|
|
2023
Q4 | $5.06M | Buy |
96,651
+75,707
| +361% | +$3.96M | 4.2% | 8 |
|
|
2023
Q3 | $957K | Buy |
20,944
+8,105
| +63% | +$370K | 0.84% | 22 |
|
|
2023
Q2 | $596K | Buy |
12,839
+3,716
| +41% | +$172K | 0.49% | 34 |
|
|
2023
Q1 | $406K | Buy |
+9,123
| New | +$406K | 0.34% | 40 |
|