CAPTRUST Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.5M | Buy |
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|
2025
Q1 | $7.7M | Buy |
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|
2024
Q4 | $7.24M | Buy |
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|
2024
Q3 | $7.23M | Sell |
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|
2024
Q2 | $6.79M | Sell |
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|
2024
Q1 | $7.15M | Sell |
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|
2023
Q4 | $7.52M | Sell |
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|
2023
Q3 | $6.93M | Buy |
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|
2023
Q2 | $7M | Sell |
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|
2023
Q1 | $7.07M | Sell |
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|
2022
Q4 | $7.04M | Buy |
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|
2022
Q3 | $5.73M | Buy |
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|
2022
Q2 | $5.7M | Buy |
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|
2022
Q1 | $6.48M | Sell |
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|
2021
Q4 | $7.03M | Sell |
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|
2021
Q3 | $6.6M | Sell |
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|
2021
Q2 | $6.69M | Buy |
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