BetterWealth’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 | $1.3M | Sell |
24,165
-382
| -2% | -$20.6K | 0.33% | 25 |
|
|
2025
Q1 | $1.26M | Sell |
24,547
-40,303
| -62% | -$2.08M | 0.35% | 25 |
|
|
2024
Q4 | $3.61M | Buy |
64,850
+64
| +0.1% | +$3.56K | 0.99% | 18 |
|
|
2024
Q3 | $3.6M | Sell |
64,786
-3,458
| -5% | -$192K | 1.07% | 14 |
|
|
2024
Q2 | $3.54M | Sell |
68,244
-4,050
| -6% | -$210K | 1.13% | 13 |
|
|
2024
Q1 | $3.93M | Sell |
72,294
-4,120
| -5% | -$224K | 1.28% | 13 |
|
|
2023
Q4 | $4M | Buy |
76,414
+241
| +0.3% | +$12.6K | 1.37% | 14 |
|
|
2023
Q3 | $3.48M | Sell |
76,173
-1,503
| -2% | -$68.7K | 1.4% | 13 |
|
|
2023
Q2 | $3.6M | Sell |
77,676
-15,955
| -17% | -$740K | 1.4% | 13 |
|
|
2023
Q1 | $4.17M | Sell |
93,631
-7,617
| -8% | -$339K | 1.69% | 13 |
|
|
2022
Q4 | $4.45M | Sell |
101,248
-2,884
| -3% | -$127K | 2% | 12 |
|
|
2022
Q3 | $4.06M | Sell |
104,132
-1,575
| -1% | -$61.4K | 2.09% | 11 |
|
|
2022
Q2 | $4.25M | Buy |
+105,707
| New | +$4.25M | 2.1% | 11 |
|
|
2022
Q1 | – | Sell |
-167,716
| Closed | -$7.97M | – | 40 |
|
|
2021
Q4 | $7.97M | Buy |
+167,716
| New | +$7.97M | 5.59% | 5 |
|