Creative Planning’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 | $761M | Buy |
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|
2025
Q1 | $718M | Sell |
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|
2024
Q4 | $783M | Sell |
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|
2024
Q3 | $787M | Sell |
|
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|
2024
Q2 | $739M | Buy |
|
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|
2024
Q1 | $745M | Buy |
|
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|
2023
Q4 | $714M | Buy |
|
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|
2023
Q3 | $599M | Sell |
|
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|
2023
Q2 | $614M | Buy |
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|
2023
Q1 | $549M | Sell |
|
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|
2022
Q4 | $578M | Buy |
|
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|
2022
Q3 | $366M | Buy |
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|
2022
Q2 | $336M | Buy |
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|
2022
Q1 | $378M | Buy |
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|
2021
Q4 | $382M | Buy |
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|
2021
Q3 | $323M | Buy |
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|
2021
Q2 | $310M | Buy |
|