EP Wealth Advisors’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
Q2 | $176M | Buy |
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|
2025
Q1 | $155M | Buy |
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|
2024
Q4 | $124M | Buy |
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|
2024
Q3 | $103M | Buy |
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|
2024
Q2 | $80.9M | Buy |
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|
2024
Q1 | $71.7M | Buy |
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|
2023
Q4 | $66.1M | Buy |
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|
2023
Q3 | $55.1M | Buy |
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|
2023
Q2 | $54.4M | Buy |
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|
2023
Q1 | $11.7M | Sell |
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|
2022
Q4 | $43.5M | Buy |
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|
2022
Q3 | $35.4M | Buy |
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|
2022
Q2 | $34.6M | Buy |
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|
2022
Q1 | $35.3M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $17.2M | Buy |
|