Cypress Point Wealth Management’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 | $484K | Sell |
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|
2025
Q2 | $548K | Sell |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.36M | Sell |
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|
2024
Q3 | $1.65M | Buy |
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|
2024
Q2 | $1.47M | Sell |
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|
2024
Q1 | $1.96M | Sell |
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|
2023
Q4 | $5.46M | Sell |
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|
2023
Q3 | $8.57M | Buy |
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|
2023
Q2 | $7.67M | Buy |
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|
2023
Q1 | $6.92M | Buy |
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|
2022
Q4 | $3.17M | Buy |
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|
2022
Q3 | $985K | Buy |
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|
2022
Q2 | $682K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $20K | Buy |
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|
2021
Q2 | $20K | Buy |
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