Columbia Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,644
| Closed | -$557K | – | 55 |
|
|
2023
Q4 | $557K | Buy |
10,644
+4
| +0% | +$209 | 0.57% | 27 |
|
|
2023
Q3 | $486K | Sell |
10,640
-36
| -0.3% | -$1.65K | 0.53% | 29 |
|
|
2023
Q2 | $495K | Sell |
10,676
-773
| -7% | -$35.9K | 0.53% | 27 |
|
|
2023
Q1 | $509K | Buy |
11,449
+173
| +2% | +$7.7K | 0.48% | 30 |
|
|
2022
Q4 | $496K | Buy |
+11,276
| New | +$496K | 0.47% | 28 |
|