Falcon Wealth Planning’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 | $845K | Hold |
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|
2025
Q2 | $783K | Sell |
|
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|
2025
Q1 | $790K | Buy |
|
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|
2024
Q4 | $854K | Buy |
|
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|
2024
Q3 | $853K | Sell |
|
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|
2024
Q2 | $795K | Sell |
|
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|
2024
Q1 | $845K | Buy |
|
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|
2023
Q4 | $812K | Buy |
|
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|
2023
Q3 | $709K | Buy |
|
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|
2023
Q2 | $720K | Buy |
|
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|
2023
Q1 | $690K | Buy |
|
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|
2022
Q4 | $682K | Buy |
|
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|
2022
Q3 | $604K | Buy |
|
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|
2022
Q2 | $600K | Hold |
|
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|
2022
Q1 | $695K | Hold |
|
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|
2021
Q4 | $709K | Hold |
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|
2021
Q3 | $662K | Hold |
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|
2021
Q2 | $668K | Buy |
|