Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $645M | Sell |
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|
2024
Q1 | $688M | Sell |
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|
2023
Q4 | $664M | Sell |
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|
2023
Q3 | $586M | Sell |
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|
2023
Q2 | $596M | Buy |
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|
2023
Q1 | $555M | Hold |
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|
2022
Q4 | $555M | Buy |
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|
2022
Q3 | $466M | Buy |
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|
2022
Q2 | $476M | Buy |
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|
2022
Q1 | $545M | Sell |
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|
2021
Q4 | $562M | Buy |
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|
2021
Q3 | $524M | Buy |
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|
2021
Q2 | $501M | Buy |
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