Evoke Wealth’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 | $701K | Hold |
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|
2025
Q2 | $650K | Hold |
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|
2025
Q1 | $620K | Sell |
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|
2024
Q4 | $865K | Buy |
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|
2024
Q3 | $670K | Buy |
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|
2024
Q2 | $410K | Sell |
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|
2024
Q1 | $655K | Buy |
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|
2023
Q4 | $414K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $161K | Hold |
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|
2022
Q2 | $166K | Hold |
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|
2022
Q1 | $192K | Hold |
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|
2021
Q4 | $196K | Hold |
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|
2021
Q3 | $183K | Hold |
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|
2021
Q2 | $185K | Buy |
|