Great Waters 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 | $42.8M | Buy |
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2025
Q2 | $37.3M | Buy |
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2025
Q1 | $34.5M | Sell |
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2024
Q4 | $38.9M | Buy |
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2024
Q3 | $33.9M | Buy |
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2024
Q2 | $27.5M | Buy |
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2024
Q1 | $25.6M | Buy |
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2023
Q4 | $22.2M | Buy |
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2023
Q3 | $16.9M | Buy |
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2023
Q2 | $15.2M | Buy |
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2023
Q1 | $12.5M | Buy |
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2022
Q4 | $11.7M | Buy |
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