D.J. St. Germain’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 | $261K | Hold |
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|
2025
Q2 | $242K | Hold |
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|
2025
Q1 | $231K | Hold |
|
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|
2024
Q4 | $250K | Hold |
|
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|
2024
Q3 | $249K | Sell |
|
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|
2024
Q2 | $308K | Sell |
|
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|
2024
Q1 | $386K | Hold |
|
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|
2023
Q4 | $371K | Hold |
|
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|
2023
Q3 | $324K | Hold |
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|
2023
Q2 | $329K | Buy |
|
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|
2022
Q4 | $312 | Hold |
|
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|
2022
Q3 | $286K | Hold |
|
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|
2022
Q2 | $286K | Hold |
|
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|
2022
Q1 | $331K | Hold |
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|
2021
Q4 | $337K | Hold |
|
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|
2021
Q3 | $315K | Hold |
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|
2021
Q2 | $318K | Buy |
|