CIBC Private Wealth Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2K | Sell |
412
-7,678
| -95% | -$414K | ﹤0.01% | 1975 |
|
|
2025
Q1 | $362K | Buy |
8,090
+536
| +7% | +$24K | ﹤0.01% | 899 |
|
|
2024
Q4 | $420K | Sell |
7,554
-4,047
| -35% | -$225K | ﹤0.01% | 917 |
|
|
2024
Q3 | $645K | Buy |
11,601
+7,087
| +157% | +$394K | ﹤0.01% | 793 |
|
|
2024
Q2 | $231K | Sell |
4,514
-926
| -17% | -$47.4K | ﹤0.01% | 1041 |
|
|
2024
Q1 | $294K | Buy |
+5,440
| New | +$294K | ﹤0.01% | 980 |
|