Betterment LLC’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
$20.8M Buy
2025
Q2
$18.5M Buy
2025
Q1
$15.9M Buy
2024
Q4
$14.6M Buy
2024
Q3
$13.8M Buy
2024
Q2
$12.2M Buy
2024
Q1
$10.3M Buy
2023
Q4
$6.84M Buy
2023
Q3
$3.32M Buy
2023
Q2
$1.64M Buy
2023
Q1
$947K Buy
2022
Q4
$526K Buy
2022
Q3
$249K Hold
2022
Q2
$249K Buy
2021
Q3
Sell
2021
Q2
$214K Buy