Ellenbecker Investment Group’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 | $266K | Buy |
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|
2025
Q2 | $246K | Buy |
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|
2025
Q1 | $234K | Sell |
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|
2024
Q4 | $263K | Buy |
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|
2024
Q3 | $263K | Buy |
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|
2024
Q2 | $245K | Sell |
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|
2024
Q1 | $267K | Sell |
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|
2023
Q4 | $271K | Buy |
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|
2023
Q3 | $236K | Buy |
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|
2023
Q2 | $239K | Buy |
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|
2023
Q1 | $229K | Sell |
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|
2022
Q4 | $231K | Buy |
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|
2022
Q3 | $204K | Sell |
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|
2022
Q2 | $222K | Sell |
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|
2022
Q1 | $283K | Buy |
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|
2021
Q4 | $288K | Buy |
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|
2021
Q3 | $267K | Buy |
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