HIA
HTG Investment 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 | $395K | Hold |
7,328
| – | – | 0.15% | 50 |
|
|
2025
Q1 | $377K | Hold |
7,328
| – | – | 0.16% | 47 |
|
|
2024
Q4 | $408K | Hold |
7,328
| – | – | 0.19% | 46 |
|
|
2024
Q3 | $408K | Hold |
7,328
| – | – | 0.19% | 46 |
|
|
2024
Q2 | $380K | Hold |
7,328
| – | – | 0.2% | 45 |
|
|
2024
Q1 | $399K | Hold |
7,328
| – | – | 0.23% | 44 |
|
|
2023
Q4 | $383K | Sell |
7,328
-57
| -0.8% | -$2.98K | 0.25% | 44 |
|
|
2023
Q3 | $337K | Sell |
7,385
-162
| -2% | -$7.4K | 0.27% | 42 |
|
|
2023
Q2 | $350K | Hold |
7,547
| – | – | 0.29% | 41 |
|
|
2023
Q1 | $336K | Sell |
7,547
-251
| -3% | -$11.2K | 0.31% | 39 |
|
|
2022
Q4 | $343K | Buy |
+7,798
| New | +$343K | 0.35% | 38 |
|