BOC
Bull Oak Capital’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,342
| Closed | -$74.6K | – | 40 |
|
|
2024
Q3 | $74.6K | Sell |
1,342
-77
| -5% | -$4.28K | 0.04% | 43 |
|
|
2024
Q2 | $73.6K | Sell |
1,419
-76
| -5% | -$3.94K | 0.05% | 23 |
|
|
2024
Q1 | $81.4K | Sell |
1,495
-1,379
| -48% | -$75.1K | 0.05% | 22 |
|
|
2023
Q4 | $150K | Hold |
2,874
| – | – | 0.04% | 19 |
|
|
2023
Q3 | $131K | Buy |
+2,874
| New | +$131K | 0.14% | 16 |
|