Concurrent Investment Advisors’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
Q2
$250K Buy
2025
Q1
$238K Buy
2024
Q4
$256K Buy
2024
Q3
$256K Buy
2024
Q2
$238K Buy