Cascade Financial Partners’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 | $1.9M | Sell |
35,159
-3,397
| -9% | -$183K | 0.23% | 84 |
|
|
2025
Q1 | $1.99M | Hold |
38,556
| – | – | 0.25% | 72 |
|
|
2024
Q4 | $2.15M | Buy |
38,556
+1,210
| +3% | +$67.3K | 0.28% | 64 |
|
|
2024
Q3 | $2.06M | Hold |
37,346
| – | – | 0.26% | 63 |
|
|
2024
Q2 | $1.94M | Hold |
37,346
| – | – | 0.25% | 64 |
|
|
2024
Q1 | $1.92M | Buy |
+37,346
| New | +$1.92M | 0.28% | 61 |
|