Clearstead Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Clearstead Advisors’s Portfolio DFAT Stock Details DFAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$302K	Hold
2025 Q1	$289K	Hold
2024 Q4	$312K	Hold
2024 Q3	$312K	Hold
2024 Q2	$291K	Hold
2024 Q1	$301K	Hold
2023 Q4	$293K	Buy
2023 Q3	$228K	Buy
2023 Q2	$116K	Buy
2023 Q1	$25.5K	Buy