Forvis Mazars Wealth 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
Q2 | $32.5M | Sell |
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|
2025
Q1 | $35.3M | Sell |
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|
2024
Q4 | $44.7M | Sell |
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|
2024
Q3 | $47.5M | Sell |
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|
2024
Q2 | $45.6M | Sell |
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|
2024
Q1 | $48.4M | Sell |
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|
2023
Q4 | $47.5M | Sell |
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|
2023
Q3 | $43.4M | Sell |
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|
2023
Q2 | $44.9M | Buy |
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|
2023
Q1 | $41.2M | Buy |
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|
2022
Q4 | $39.9M | Buy |
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|
2022
Q3 | $33.4M | Buy |
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|
2022
Q2 | $33.1M | Buy |
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