Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $214K | Buy |
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|
2024
Q3 | $204K | Hold |
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|
2024
Q2 | $190K | Hold |
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|
2024
Q1 | $199K | Sell |
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|
2023
Q4 | $198K | Buy |
|
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|
2023
Q3 | $154K | Sell |
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|
2023
Q2 | $411K | Sell |
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|
2023
Q1 | $406K | Buy |
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|
2022
Q4 | $386K | Hold |
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|
2022
Q3 | $342K | Sell |
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|
2022
Q2 | $371K | Sell |
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|
2022
Q1 | $436K | Sell |
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|
2021
Q4 | $525K | Sell |
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|
2021
Q3 | $500K | Buy |
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|
2021
Q2 | $166K | Buy |
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