Freedom Investment Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.05M Sell
56,550
-713
-1% -$38.5K 0.24% 67
2025
Q1
$2.95M Sell
57,263
-1,943
-3% -$100K 0.25% 66
2024
Q4
$3.3M Buy
59,206
+521
+0.9% +$29K 0.27% 63
2024
Q3
$3.26M Sell
58,685
-460
-0.8% -$25.6K 0.26% 69
2024
Q2
$3.07M Sell
59,145
-660
-1% -$34.2K 0.25% 67
2024
Q1
$3.26M Sell
59,805
-1,103
-2% -$60K 0.26% 67
2023
Q4
$3.19M Buy
+60,908
New +$3.19M 0.26% 70