Intelligent Financial Strategies’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 | $39.3K | Hold |
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|
2025
Q1 | $37.5K | Hold |
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|
2024
Q4 | $40.6K | Sell |
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|
2024
Q3 | $41.8K | Sell |
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|
2024
Q2 | $46.5K | Hold |
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|
2024
Q1 | $48.8K | Sell |
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|
2023
Q4 | $72K | Sell |
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|
2023
Q3 | $83.1K | Sell |
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|
2023
Q2 | $94.4K | Sell |
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|
2023
Q1 | $112K | Hold |
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|
2022
Q4 | $110K | Hold |
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|
2022
Q3 | $98K | Hold |
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|
2022
Q2 | $101K | Hold |
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|
2022
Q1 | $117K | Hold |
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|
2021
Q4 | $119K | Buy |
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