Financial Symmetry’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 | $593K | Buy |
10,986
+141
| +1% | +$7.61K | 0.31% | 26 |
|
|
2025
Q1 | $558K | Buy |
10,845
+2
| +0% | +$103 | 0.34% | 23 |
|
|
2024
Q4 | $604K | Buy |
10,843
+90
| +0.8% | +$5.01K | 0.41% | 24 |
|
|
2024
Q3 | $598K | Buy |
10,753
+3,502
| +48% | +$195K | 0.42% | 22 |
|
|
2024
Q2 | $376K | Sell |
7,251
-588
| -8% | -$30.5K | 0.29% | 25 |
|
|
2024
Q1 | $427K | Buy |
7,839
+863
| +12% | +$47K | 0.37% | 22 |
|
|
2023
Q4 | $365K | Buy |
+6,976
| New | +$365K | 0.36% | 22 |
|