Forum Financial 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 | $568M | Buy |
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|
2025
Q2 | $505M | Buy |
|
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|
2025
Q1 | $457M | Sell |
|
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|
2024
Q4 | $498M | Buy |
|
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|
2024
Q3 | $489M | Buy |
|
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|
2024
Q2 | $448M | Sell |
|
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|
2024
Q1 | $495M | Sell |
|
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|
2023
Q4 | $480M | Buy |
|
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|
2023
Q3 | $409M | Buy |
|
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|
2023
Q2 | $387M | Buy |
|
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|
2023
Q1 | $272M | Buy |
|
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|
2022
Q4 | $255M | Buy |
|
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|
2022
Q3 | $221M | Buy |
|
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|
2022
Q2 | $214M | Buy |
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|
2022
Q1 | $234M | Buy |
|
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|
2021
Q4 | $220M | Buy |
|