Geneos 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 | $512K | Hold |
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|
2025
Q2 | $474K | Sell |
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|
2025
Q1 | $961K | Buy |
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|
2024
Q4 | $314K | Hold |
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|
2024
Q3 | $314K | Sell |
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|
2024
Q2 | $302K | Hold |
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|
2024
Q1 | $317K | Sell |
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|
2023
Q4 | $530K | Sell |
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|
2023
Q3 | $840K | Sell |
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|
2023
Q2 | $856K | Buy |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $385K | Sell |
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|
2022
Q3 | $354K | Sell |
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|
2022
Q2 | $415K | Hold |
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|
2022
Q1 | $477K | Buy |
|