Fortis Advisors’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 | $369K | Buy |
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|
2025
Q2 | $340K | Sell |
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|
2025
Q1 | $386K | Sell |
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|
2024
Q4 | $491K | Buy |
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|
2024
Q3 | $489K | Buy |
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|
2024
Q2 | $454K | Buy |
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|
2024
Q1 | $475K | Buy |
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|
2023
Q4 | $455K | Buy |
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|
2023
Q3 | $396K | Buy |
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|
2023
Q2 | $401K | Buy |
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|
2023
Q1 | $383K | Buy |
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|
2022
Q4 | $377K | Buy |
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|
2022
Q3 | $333K | Sell |
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|
2022
Q2 | $418K | Buy |
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|
2022
Q1 | $483K | Buy |
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|
2021
Q4 | $492K | Buy |
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|
2021
Q3 | $456K | Buy |
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|
2021
Q2 | $459K | Buy |
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