IA
IFG 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 | $1.41M | Hold |
26,044
| – | – | 0.24% | 47 |
|
|
2025
Q1 | $1.34M | Sell |
26,044
-700
| -3% | -$36K | 0.26% | 49 |
|
|
2024
Q4 | $1.49M | Buy |
+26,744
| New | +$1.49M | 0.3% | 42 |
|
|
2024
Q3 | – | Sell |
-4,871
| Closed | -$253K | – | 142 |
|
|
2024
Q2 | $253K | Hold |
4,871
| – | – | 0.06% | 120 |
|
|
2024
Q1 | $265K | Buy |
+4,871
| New | +$265K | 0.07% | 111 |
|