Clear Investment Research’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 | $89.1K | Sell |
1,651
-245
| -13% | -$13.2K | 0.11% | 89 |
|
|
2025
Q1 | $97.7K | Buy |
1,896
+41
| +2% | +$2.11K | 0.13% | 78 |
|
|
2024
Q4 | $103K | Sell |
1,855
-66
| -3% | -$3.67K | 0.13% | 76 |
|
|
2024
Q3 | $107K | Sell |
1,921
-314
| -14% | -$17.5K | 0.14% | 76 |
|
|
2024
Q2 | $116K | Buy |
2,235
+59
| +3% | +$3.06K | 0.15% | 69 |
|
|
2024
Q1 | $118K | Buy |
2,176
+38
| +2% | +$2.07K | 0.16% | 64 |
|
|
2023
Q4 | $112K | Sell |
2,138
-19
| -0.9% | -$995 | 0.16% | 68 |
|
|
2023
Q3 | $98.6K | Sell |
2,157
-519
| -19% | -$23.7K | 0.17% | 65 |
|
|
2023
Q2 | $124K | Sell |
2,676
-181
| -6% | -$8.4K | 0.21% | 60 |
|
|
2023
Q1 | $127K | Buy |
2,857
+2,557
| +852% | +$114K | 0.22% | 57 |
|
|
2022
Q4 | $13K | Buy |
+300
| New | +$13K | 0.03% | 114 |
|