Dakota 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 | $901K | Hold |
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|
2025
Q2 | $835K | Sell |
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|
2025
Q1 | $893K | Sell |
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|
2024
Q4 | $1.02M | Hold |
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|
2024
Q3 | $1.02M | Hold |
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|
2024
Q2 | $950K | Hold |
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|
2024
Q1 | $997K | Hold |
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|
2023
Q4 | $958K | Hold |
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|
2023
Q3 | $837K | Hold |
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|
2023
Q2 | $849K | Hold |
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|
2023
Q1 | $815K | Hold |
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|
2022
Q4 | $805K | Sell |
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|
2022
Q3 | $720K | Sell |
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|
2022
Q2 | $757K | Hold |
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|
2022
Q1 | $877K | Buy |
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|
2021
Q4 | $848K | Buy |
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|
2021
Q3 | $653K | Hold |
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|
2021
Q2 | $659K | Buy |
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