Cambridge Financial Group (Arizona)’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 | $19M | Buy |
351,786
+22,805
| +7% | +$1.23M | 7.13% | 3 |
|
|
2025
Q1 | $16.9M | Sell |
328,981
-7,578
| -2% | -$390K | 7.19% | 2 |
|
|
2024
Q4 | $18.7M | Buy |
336,559
+10,048
| +3% | +$559K | 8.01% | 2 |
|
|
2024
Q3 | $18.2M | Buy |
326,511
+10,065
| +3% | +$560K | 7.56% | 2 |
|
|
2024
Q2 | $16.4M | Buy |
316,446
+20,709
| +7% | +$1.07M | 7.5% | 2 |
|
|
2024
Q1 | $16.1M | Buy |
295,737
+23,039
| +8% | +$1.25M | 7.65% | 2 |
|
|
2023
Q4 | $14.3M | Buy |
+272,698
| New | +$14.3M | 7.45% | 2 |
|