GWA
Geometric Wealth 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 | $397K | Hold |
7,358
| – | – | 0.06% | 56 |
|
|
2025
Q1 | $379K | Sell |
7,358
-90
| -1% | -$4.63K | 0.06% | 59 |
|
|
2024
Q4 | $415K | Sell |
7,448
-181
| -2% | -$10.1K | 0.08% | 47 |
|
|
2024
Q3 | $424K | Hold |
7,629
| – | – | 0.08% | 45 |
|
|
2024
Q2 | $396K | Hold |
7,629
| – | – | 0.08% | 43 |
|
|
2024
Q1 | $415K | Hold |
7,629
| – | – | 0.1% | 29 |
|
|
2023
Q4 | $399K | Hold |
7,629
| – | – | 0.11% | 26 |
|
|
2023
Q3 | $349K | Hold |
7,629
| – | – | 0.11% | 26 |
|
|
2023
Q2 | $362K | Hold |
7,629
| – | – | 0.11% | 23 |
|
|
2023
Q1 | $329K | Hold |
7,629
| – | – | 0.11% | 22 |
|
|
2022
Q4 | $335K | Hold |
7,629
| – | – | 0.14% | 21 |
|
|
2022
Q3 | $297K | Sell |
7,629
-17,365
| -69% | -$676K | 0.14% | 20 |
|
|
2022
Q2 | $1.01M | Buy |
+24,994
| New | +$1.01M | 0.5% | 10 |
|
|
2022
Q1 | – | Sell |
-7,629
| Closed | -$363K | – | 32 |
|
|
2021
Q4 | $363K | Buy |
+7,629
| New | +$363K | 0.17% | 14 |
|