Geometric 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 | $397K | Hold |
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|
2025
Q1 | $379K | Sell |
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|
2024
Q4 | $415K | Sell |
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|
2024
Q3 | $424K | Hold |
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|
2024
Q2 | $396K | Hold |
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|
2024
Q1 | $415K | Hold |
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|
2023
Q4 | $399K | Hold |
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|
2023
Q3 | $349K | Hold |
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|
2023
Q2 | $362K | Hold |
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|
2023
Q1 | $329K | Hold |
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|
2022
Q4 | $335K | Hold |
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|
2022
Q3 | $297K | Sell |
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|
2022
Q2 | $1M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $363K | Buy |
|