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
2025
Q1
$155M Buy
2024
Q4
$124M Buy
2024
Q3
$103M Buy
2024
Q2
$80.9M Buy
2024
Q1
$71.7M Buy
2023
Q4
$66.1M Buy
2023
Q3
$55.1M Buy
2023
Q2
$54.4M Buy
2023
Q1
$11.7M Sell
2022
Q4
$43.5M Buy
2022
Q3
$35.4M Buy
2022
Q2
$34.6M Buy
2022
Q1
$35.3M Buy
2021
Q3
Sell
2021
Q2
$17.2M Buy