Helen Stephens Group’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 | $29.6M | Buy |
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|
2025
Q2 | $26.5M | Buy |
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|
2025
Q1 | $18.9M | Buy |
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|
2024
Q4 | $17.7M | Buy |
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|
2024
Q3 | $218K | Buy |
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|
2024
Q2 | $200K | Hold |
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|
2024
Q1 | $210K | Sell |
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|
2023
Q4 | $285K | Hold |
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|
2023
Q3 | $249K | Hold |
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|
2023
Q2 | $253K | Sell |
|
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $961K | Buy |
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|
2022
Q3 | $370K | Buy |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | $261K | Sell |
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|
2021
Q4 | $268K | Buy |
|