Bordeaux Wealth Advisors’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 | – | Sell |
-7,464
| Closed | -$384K | – | 161 |
|
|
2025
Q1 | $384K | Hold |
7,464
| – | – | 0.07% | 102 |
|
|
2024
Q4 | $415K | Sell |
7,464
-1,770
| -19% | -$98.5K | 0.07% | 97 |
|
|
2024
Q3 | $514K | Buy |
9,234
+1,770
| +24% | +$98.5K | 0.09% | 89 |
|
|
2024
Q2 | $387K | Hold |
7,464
| – | – | 0.07% | 93 |
|
|
2024
Q1 | $406K | Hold |
7,464
| – | – | 0.13% | 67 |
|
|
2023
Q4 | $391K | Buy |
+7,464
| New | +$391K | 0.13% | 70 |
|