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Institutional & Family Asset Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Institutional & Family Asset Management’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4
Closed -$186 – 727
2023
Q2 		$186 Buy
+4
New +$176 ﹤0.01% 734

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Institutional & Family Asset Management's DFAT Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of Dimensional US Targeted Value ETF (DFAT) in Q3 2023, closing a stake of 4 shares — an estimated $186 sold.

Institutional & Family Asset Management first reported a position in DFAT in Q2 2023 and held it in 1 quarter. The position peaked at $186 in Q2 2023. 510 funds tracked by Wall St. Rank hold DFAT as of Q3 2023.

  • Institutional & Family Asset Management reported no remaining Dimensional US Targeted Value ETF position as of Q3 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 4 Dimensional US Targeted Value ETF shares in Q3 2023, an estimated $186.
  • Institutional & Family Asset Management first reported a position in Dimensional US Targeted Value ETF in Q2 2023 and held it in 1 quarter.
  • Institutional & Family Asset Management's Dimensional US Targeted Value ETF position peaked at $186 in Q2 2023.
  • 510 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.