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
2024
Q1
$688M Sell
2023
Q4
$664M Sell
2023
Q3
$586M Sell
2023
Q2
$596M Buy
2023
Q1
$555M Hold
2022
Q4
$555M Buy
2022
Q3
$466M Buy
2022
Q2
$476M Buy
2022
Q1
$545M Sell
2021
Q4
$562M Buy
2021
Q3
$524M Buy
2021
Q2
$501M Buy