Chico Wealth RIA’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 | $266K | Hold |
4,931
| – | – | 0.21% | 25 |
|
|
2025
Q1 | $254K | Buy |
4,931
+573
| +13% | +$29.5K | 0.22% | 21 |
|
|
2024
Q4 | $243K | Hold |
4,358
| – | – | 0.21% | 23 |
|
|
2024
Q3 | $242K | Hold |
4,358
| – | – | 0.21% | 27 |
|
|
2024
Q2 | $226K | Hold |
4,358
| – | – | 0.21% | 26 |
|
|
2024
Q1 | $237K | Buy |
+4,358
| New | +$237K | 0.22% | 26 |
|