IHT 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
Q2 | $254K | Buy |
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|
2025
Q1 | $242K | Buy |
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|
2024
Q4 | $260K | Buy |
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|
2024
Q3 | $259K | Buy |
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|
2024
Q2 | $241K | Sell |
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|
2024
Q1 | $1.68M | Sell |
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|
2023
Q4 | $1.68M | Sell |
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|
2023
Q3 | $1.65M | Buy |
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|
2023
Q2 | $1.3M | Buy |
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|
2023
Q1 | $230K | Buy |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $213K | Buy |
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