Collective Family Office’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 | $353K | Hold |
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|
2025
Q2 | $327K | Hold |
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|
2025
Q1 | $312K | Buy |
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|
2024
Q4 | $315K | Hold |
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|
2024
Q3 | $315K | Hold |
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|
2024
Q2 | $293K | Hold |
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|
2024
Q1 | $308K | Hold |
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|
2023
Q4 | $296K | Hold |
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|
2023
Q3 | $259K | Sell |
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|
2023
Q2 | $309K | Hold |
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|
2023
Q1 | $296K | Hold |
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|
2022
Q4 | $293K | Hold |
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|
2022
Q3 | $259K | Buy |
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|
2022
Q2 | $228K | Hold |
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|
2022
Q1 | $264K | Hold |
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|
2021
Q4 | $269K | Hold |
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|
2021
Q3 | $251K | Hold |
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|
2021
Q2 | $253K | Buy |
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