Briggs Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.39M | Buy |
74,110
+3,447
| +5% | +$157K | 1.94% | 12 |
|
|
2023
Q2 | $3.28M | Buy |
70,663
+12,509
| +22% | +$580K | 1.83% | 12 |
|
|
2023
Q1 | $2.59M | Buy |
58,154
+8,216
| +16% | +$366K | 1.53% | 14 |
|
|
2022
Q4 | $2.19M | Sell |
49,938
-967
| -2% | -$42.5K | 1.4% | 15 |
|
|
2022
Q3 | $1.98M | Buy |
50,905
+9,358
| +23% | +$365K | 1.49% | 12 |
|
|
2022
Q2 | $1.67M | Buy |
41,547
+6,768
| +19% | +$272K | 1.22% | 15 |
|
|
2022
Q1 | $1.62M | Buy |
34,779
+14,446
| +71% | +$673K | 1.08% | 14 |
|
|
2021
Q4 | $966K | Buy |
+20,333
| New | +$966K | 0.66% | 22 |
|