Global Retirement Partners’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 | $860K | Buy |
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|
2025
Q2 | $248K | Buy |
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|
2024
Q4 | $85.9K | Buy |
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|
2024
Q3 | $82.9K | Buy |
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|
2024
Q2 | $75.8K | Sell |
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|
2024
Q1 | $80K | Sell |
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|
2023
Q4 | $114K | Sell |
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|
2023
Q3 | $102K | Buy |
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|
2023
Q2 | $96.2K | Sell |
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|
2023
Q1 | $88.5K | Buy |
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|
2022
Q4 | $29.8K | Hold |
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|
2022
Q3 | $30K | Hold |
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|
2022
Q2 | $27K | Sell |
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|
2022
Q1 | $50K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $22K | Hold |
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|
2021
Q2 | $22K | Buy |
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