Farther Finance Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.37M | Sell |
99,502
-23,387
| -19% | -$1.26M | 0.11% | 177 |
|
2025
Q1 | $6.35M | Buy |
122,889
+46,791
| +61% | +$2.42M | 0.16% | 124 |
|
2024
Q4 | $4.24M | Buy |
76,098
+3,927
| +5% | +$219K | 0.15% | 121 |
|
2024
Q3 | $4.01M | Buy |
72,171
+11,595
| +19% | +$645K | 0.15% | 121 |
|
2024
Q2 | $3.11M | Buy |
60,576
+8,372
| +16% | +$430K | 0.15% | 113 |
|
2024
Q1 | $2.82M | Buy |
52,204
+1,203
| +2% | +$64.9K | 0.17% | 107 |
|
2023
Q4 | $2.67M | Buy |
51,001
+46,365
| +1,000% | +$2.43M | 0.19% | 100 |
|
2023
Q3 | $212K | Buy |
4,636
+319
| +7% | +$14.6K | 0.03% | 370 |
|
2023
Q2 | $200K | Sell |
4,317
-100
| -2% | -$4.64K | 0.04% | 312 |
|
2023
Q1 | $197K | Buy |
4,417
+1,442
| +48% | +$64.2K | 0.06% | 263 |
|
2022
Q4 | $131K | Buy |
+2,975
| New | +$131K | 0.05% | 280 |
|