Concurrent Investment Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
4,625
+12
| +0.3% | +$648 | ﹤0.01% | 1156 |
|
|
2025
Q1 | $238K | Buy |
4,613
+9
| +0.2% | +$463 | 0.01% | 1037 |
|
|
2024
Q4 | $256K | Buy |
4,604
+9
| +0.2% | +$501 | 0.01% | 876 |
|
|
2024
Q3 | $256K | Buy |
4,595
+10
| +0.2% | +$556 | 0.01% | 830 |
|
|
2024
Q2 | $238K | Buy |
+4,585
| New | +$238K | 0.01% | 800 |
|