CFS Investment Advisory Services’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 | $4.56M | Sell |
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|
2025
Q1 | $4.48M | Sell |
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|
2024
Q4 | $5.07M | Sell |
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|
2024
Q3 | $5.25M | Buy |
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|
2024
Q2 | $4.89M | Buy |
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|
2024
Q1 | $5.04M | Sell |
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|
2023
Q4 | $4.91M | Buy |
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|
2023
Q3 | $4.12M | Buy |
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|
2023
Q2 | $3.22M | Buy |
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|
2023
Q1 | $2.82M | Buy |
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|
2022
Q4 | $2.13M | Sell |
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|
2022
Q3 | $321K | Buy |
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