Exencial 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
Q3 | $22.9M | Buy |
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|
2025
Q2 | $21.2M | Buy |
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|
2025
Q1 | $18.7M | Buy |
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|
2024
Q4 | $19.7M | Sell |
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|
2024
Q3 | $19.8M | Buy |
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|
2024
Q2 | $18.3M | Buy |
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|
2024
Q1 | $17M | Buy |
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|
2023
Q4 | $3.42M | Buy |
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|
2023
Q3 | $2.54M | Sell |
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|
2023
Q2 | $2.61M | Sell |
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|
2023
Q1 | $2.61M | Sell |
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|
2022
Q4 | $2.63M | Sell |
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|
2022
Q3 | $2.62M | Sell |
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|
2022
Q2 | $2.76M | Sell |
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|
2022
Q1 | $3.35M | Buy |
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|
2021
Q4 | $2.04M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.91M | Buy |
|