Fiduciary Alliance’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 | $267K | Sell |
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|
2025
Q2 | $287K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $208K | Sell |
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|
2024
Q3 | $213K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $212K | Hold |
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|
2023
Q4 | $206K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $183K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $173K | Buy |
|