Financial Counselors Inc’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 | – | Sell |
-37,085
| Closed | -$1.91M | – | 139 |
|
2025
Q1 | $1.91M | Sell |
37,085
-273
| -0.7% | -$14.1K | 0.03% | 276 |
|
2024
Q4 | $2.08M | Buy |
37,358
+1,817
| +5% | +$101K | 0.03% | 267 |
|
2024
Q3 | $1.98M | Buy |
35,541
+332
| +0.9% | +$18.5K | 0.03% | 276 |
|
2024
Q2 | $1.83M | Buy |
35,209
+133
| +0.4% | +$6.9K | 0.03% | 272 |
|
2024
Q1 | $1.91M | Buy |
+35,076
| New | +$1.91M | 0.03% | 270 |
|