DiNuzzo Private Wealth’s Dimensional US Targeted Value ETF DFAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.47M | Sell |
138,350
-1,980
| -1% | -$107K | 0.89% | 21 |
|
|
2025
Q1 | $7.23M | Sell |
140,330
-2,072
| -1% | -$107K | 0.91% | 21 |
|
|
2024
Q4 | $7.93M | Sell |
142,402
-3,220
| -2% | -$179K | 1% | 21 |
|
|
2024
Q3 | $8.1M | Sell |
145,622
-1,161
| -0.8% | -$64.6K | 1% | 21 |
|
|
2024
Q2 | $7.61M | Sell |
146,783
-1,908
| -1% | -$99K | 1.03% | 21 |
|
|
2024
Q1 | $8.09M | Sell |
148,691
-1,280
| -0.9% | -$69.7K | 1.09% | 21 |
|
|
2023
Q4 | $7.85M | Buy |
+149,971
| New | +$7.85M | 1.11% | 21 |
|