Chicago Partners Investment Group’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
Q3 | $886K | Buy |
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|
2025
Q2 | $868K | Buy |
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|
2025
Q1 | $761K | Buy |
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|
2024
Q4 | $807K | Sell |
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|
2024
Q3 | $947K | Sell |
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|
2024
Q2 | $1.29M | Sell |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $919K | Buy |
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|
2023
Q3 | $725K | Buy |
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|
2023
Q2 | $825K | Sell |
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|
2023
Q1 | $833K | Buy |
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|
2022
Q4 | $795K | Buy |
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|
2022
Q3 | $512K | Buy |
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|
2022
Q2 | $346K | Buy |
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|
2022
Q1 | $265K | Buy |
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