FinDec Wealth Services’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 | $354K | Sell |
6,563
-7,170
| -52% | -$387K | 0.37% | 23 |
|
|
2025
Q1 | $707K | Sell |
13,733
-84,981
| -86% | -$4.38M | 0.7% | 22 |
|
|
2024
Q4 | $5.49M | Sell |
98,714
-11,744
| -11% | -$654K | 3.82% | 11 |
|
|
2024
Q3 | $6.14M | Buy |
110,458
+2,471
| +2% | +$137K | 3.57% | 11 |
|
|
2024
Q2 | $5.6M | Sell |
107,987
-4,570
| -4% | -$237K | 3.54% | 11 |
|
|
2024
Q1 | $6.13M | Sell |
112,557
-1,595
| -1% | -$86.8K | 3.85% | 10 |
|
|
2023
Q4 | $5.97M | Sell |
114,152
-26,055
| -19% | -$1.36M | 3.99% | 10 |
|
|
2023
Q3 | $6.41M | Buy |
140,207
+854
| +0.6% | +$39K | 4.63% | 6 |
|
|
2023
Q2 | $6.46M | Buy |
139,353
+4,931
| +4% | +$229K | 4.52% | 7 |
|
|
2023
Q1 | $5.98M | Buy |
134,422
+26,531
| +25% | +$1.18M | 4.52% | 7 |
|
|
2022
Q4 | $4.74M | Buy |
+107,891
| New | +$4.74M | 3.92% | 9 |
|