Institute for Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Sell |
12,186
-11
| -0.1% | -$594 | 0.07% | 259 |
|
|
2025
Q1 | $628K | Hold |
12,197
| – | – | 0.08% | 253 |
|
|
2024
Q4 | $679K | Buy |
12,197
+11
| +0.1% | +$612 | 0.09% | 237 |
|
|
2024
Q3 | $678K | Sell |
12,186
-19
| -0.2% | -$1.06K | 0.09% | 235 |
|
|
2024
Q2 | $633K | Buy |
12,205
+19
| +0.2% | +$986 | 0.08% | 239 |
|
|
2024
Q1 | $663K | Buy |
12,186
+7,923
| +186% | +$431K | 0.09% | 230 |
|
|
2023
Q4 | $223K | Buy |
+4,263
| New | +$223K | 0.04% | 432 |
|
|
2022
Q1 | – | Sell |
-4,263
| Closed | -$203K | – | 541 |
|
|
2021
Q4 | $203K | Buy |
+4,263
| New | +$203K | 0.03% | 470 |
|