Corient Private Wealth’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 | $123M | Sell |
|
|||||
|
2025
Q1 | $147M | Buy |
|
|||||
|
2024
Q4 | $153M | Sell |
|
|||||
|
2024
Q3 | $154M | Sell |
|
|||||
|
2024
Q2 | $144M | Buy |
|
|||||
|
2024
Q1 | $151M | Buy |
|
|||||
|
2023
Q4 | $144M | Buy |
|
|||||
|
2023
Q3 | $125M | Sell |
|
|||||
|
2023
Q2 | $128M | Buy |
|
|||||
|
2023
Q1 | $121M | Buy |
|
|||||
|
2022
Q4 | $118M | Buy |
|