Ferguson Wellman Capital Management’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 | $686K | Hold |
|
|||||
|
2025
Q2 | $636K | Hold |
|
|||||
|
2025
Q1 | $607K | Hold |
|
|||||
|
2024
Q4 | $656K | Hold |
|
|||||
|
2024
Q3 | $656K | Hold |
|
|||||
|
2024
Q2 | $611K | Hold |
|
|||||
|
2024
Q1 | $642K | Hold |
|
|||||
|
2023
Q4 | $617K | Hold |
|
|||||
|
2023
Q3 | $539K | Hold |
|
|||||
|
2023
Q2 | $547K | Hold |
|
|||||
|
2023
Q1 | $525K | Hold |
|
|||||
|
2022
Q4 | $518K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $523K | Buy |
|