Clear Creek Financial Management’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 | $915K | Sell |
16,962
-1,700
| -9% | -$91.7K | 0.09% | 232 |
|
|
2025
Q1 | $961K | Buy |
18,662
+8,539
| +84% | +$440K | 0.1% | 193 |
|
|
2024
Q4 | $563K | Buy |
10,123
+44
| +0.4% | +$2.45K | 0.06% | 273 |
|
|
2024
Q3 | $561K | Buy |
10,079
+200
| +2% | +$11.1K | 0.06% | 244 |
|
|
2024
Q2 | $512K | Sell |
9,879
-6,576
| -40% | -$341K | 0.06% | 251 |
|
|
2024
Q1 | $896K | Buy |
16,455
+1,169
| +8% | +$63.6K | 0.11% | 165 |
|
|
2023
Q4 | $800K | Buy |
15,286
+8,648
| +130% | +$453K | 0.13% | 141 |
|
|
2023
Q3 | $303K | Sell |
6,638
-412
| -6% | -$18.8K | 0.05% | 239 |
|
|
2023
Q2 | $327K | Buy |
7,050
+1,316
| +23% | +$61K | 0.06% | 232 |
|
|
2023
Q1 | $255K | Buy |
+5,734
| New | +$255K | 0.05% | 245 |
|