Claris Advisors’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 | $5.03M | Hold |
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|
2025
Q2 | $5.03M | Buy |
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|
2025
Q1 | $4.17M | Buy |
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|
2024
Q4 | $4.5M | Buy |
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|
2024
Q3 | $4.48M | Buy |
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|
2024
Q2 | $4.06M | Buy |
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|
2024
Q1 | $4.25M | Sell |
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|
2023
Q4 | $4.15M | Sell |
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|
2023
Q3 | $3.73M | Sell |
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|
2023
Q2 | $3.81M | Buy |
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|
2023
Q1 | $3.52M | Sell |
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|
2022
Q4 | $3.49M | Sell |
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|
2022
Q3 | $3.19M | Sell |
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|
2022
Q2 | $3.4M | Buy |
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|
2022
Q1 | $3.92M | Buy |
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|
2021
Q4 | $3.81M | Buy |
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