FIA
Foundations Investment Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
4,883
+36
| +0.7% | +$1.94K | ﹤0.01% | 788 |
|
|
2025
Q1 | $250K | Sell |
4,847
-35
| -0.7% | -$1.8K | ﹤0.01% | 766 |
|
|
2024
Q4 | $272K | Sell |
4,882
-155
| -3% | -$8.63K | 0.01% | 679 |
|
|
2024
Q3 | $280K | Buy |
5,037
+209
| +4% | +$11.6K | 0.01% | 656 |
|
|
2024
Q2 | $250K | Buy |
+4,828
| New | +$250K | 0.01% | 652 |
|
|
2024
Q1 | – | Sell |
-7,434
| Closed | -$378K | – | 713 |
|
|
2023
Q4 | $378K | Buy |
7,434
+2,532
| +52% | +$129K | 0.01% | 498 |
|
|
2023
Q3 | $224K | Buy |
+4,902
| New | +$224K | 0.01% | 583 |
|