Burleson & Co’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $492K | Hold |
11,189
| – | – | 0.12% | 101 |
|
2022
Q3 | $436K | Hold |
11,189
| – | – | 0.09% | 93 |
|
2022
Q2 | $450K | Hold |
11,189
| – | – | 0.1% | 90 |
|
2022
Q1 | $521K | Hold |
11,189
| – | – | 0.08% | 99 |
|
2021
Q4 | $532K | Hold |
11,189
| – | – | 0.08% | 101 |
|
2021
Q3 | $497K | Hold |
11,189
| – | – | 0.07% | 95 |
|
2021
Q2 | $501K | Buy |
+11,189
| New | +$501K | 0.07% | 99 |
|