CVA Family Office’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
Q3
$465K Buy
2025
Q2
$80.7K Hold
2025
Q1
$77K Hold
2024
Q4
$83.2K Hold
2024
Q3
$83.2K Hold
2024
Q2
$77.5K Sell
2024
Q1
$684K Hold
2023
Q4
$658K Hold
2023
Q3
$575K Hold
2023
Q2
$583K Hold
2023
Q1
$560K Hold
2022
Q4
$553K Sell
2022
Q3
$507K Hold
2022
Q2
$523K Hold
2022
Q1
$606K Buy