Fortress Wealth Management’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 | $634K | Sell |
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|
2025
Q2 | $836K | Sell |
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|
2025
Q1 | $876K | Sell |
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|
2024
Q4 | $2.01M | Buy |
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|
2024
Q3 | $2.01M | Buy |
|
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|
2024
Q2 | $1.86M | Sell |
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|
2024
Q1 | $1.97M | Buy |
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|
2023
Q4 | $1.4M | Buy |
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|
2023
Q3 | $914K | Buy |
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|
2023
Q2 | $914K | Sell |
|
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|
2023
Q1 | $1.06M | Buy |
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|
2022
Q4 | $963K | Buy |
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|
2022
Q3 | $697K | Buy |
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|
2022
Q2 | $613K | Buy |
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|
2022
Q1 | $270K | Buy |
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|
2021
Q4 | $232K | Buy |
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