IFP Advisors’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 | $939K | Buy |
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|
2025
Q2 | $369K | Buy |
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|
2025
Q1 | $253K | Buy |
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|
2024
Q4 | $251K | Buy |
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|
2024
Q3 | $250K | Buy |
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|
2024
Q2 | $230K | Sell |
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|
2024
Q1 | $243K | Buy |
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|
2023
Q4 | $228K | Sell |
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|
2023
Q3 | $205K | Sell |
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|
2023
Q2 | $208K | Sell |
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|
2023
Q1 | $292K | Sell |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $340K | Buy |
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|
2022
Q2 | $332K | Hold |
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|
2022
Q1 | $332K | Buy |
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|
2021
Q4 | $288K | Sell |
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|
2021
Q3 | $284K | Sell |
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|
2021
Q2 | $292K | Buy |
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