Burk Holdings’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
$3.95M Sell
73,172
-2,408
-3% -$130K 2.47% 16
2025
Q1
$3.89M Buy
75,580
+3,923
+5% +$202K 2.94% 11
2024
Q4
$3.99M Buy
+71,657
New +$3.99M 3.23% 10