Fort Point Capital Partners’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 | – | Sell |
|
|||||
|
2025
Q2 | $540K | Hold |
|
|||||
|
2025
Q1 | $515K | Hold |
|
|||||
|
2024
Q4 | $557K | Hold |
|
|||||
|
2024
Q3 | $556K | Hold |
|
|||||
|
2024
Q2 | $519K | Hold |
|
|||||
|
2024
Q1 | $544K | Sell |
|
|||||
|
2023
Q4 | $553K | Hold |
|
|||||
|
2023
Q3 | $482K | Hold |
|
|||||
|
2023
Q2 | $490K | Sell |
|
|||||
|
2023
Q1 | $670K | Hold |
|
|||||
|
2022
Q4 | $662K | Hold |
|
|||||
|
2022
Q3 | $587K | Hold |
|
|||||
|
2022
Q2 | $606K | Hold |
|
|||||
|
2022
Q1 | $701K | Hold |
|
|||||
|
2021
Q4 | $716K | Hold |
|
|||||
|
2021
Q3 | $669K | Buy |
|