Bragg Financial 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 | $4.8M | Buy |
88,940
+41,683
| +88% | +$2.25M | 0.17% | 139 |
|
|
2025
Q1 | $2.43M | Buy |
47,257
+12,157
| +35% | +$626K | 0.1% | 161 |
|
|
2024
Q4 | $1.95M | Buy |
35,100
+3,449
| +11% | +$192K | 0.08% | 176 |
|
|
2024
Q3 | $1.76M | Buy |
31,651
+4,565
| +17% | +$254K | 0.07% | 183 |
|
|
2024
Q2 | $1.4M | Buy |
27,086
+2,093
| +8% | +$109K | 0.06% | 189 |
|
|
2024
Q1 | $1.36M | Buy |
24,993
+6,995
| +39% | +$381K | 0.06% | 188 |
|
|
2023
Q4 | $942K | Buy |
17,998
+8,447
| +88% | +$442K | 0.04% | 203 |
|
|
2023
Q3 | $436K | Buy |
9,551
+1,515
| +19% | +$69.2K | 0.02% | 246 |
|
|
2023
Q2 | $373K | Buy |
+8,036
| New | +$373K | 0.02% | 266 |
|