
Focus Partners Wealth’s Dimensional US Targeted Value ETF DFAT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $688M | Sell |
12,758,269
-226,746
| -2% | -$12.2M | 1.49% | 8 |
|
2025
Q1 | $669M | Buy |
12,985,015
+796,900
| +7% | +$41M | 1.68% | 6 |
|
2024
Q4 | $678M | Sell |
12,188,115
-35,736
| -0.3% | -$1.99M | 1.76% | 6 |
|
2024
Q3 | $680M | Buy |
+12,223,851
| New | +$680M | 2.17% | 5 |
|