Investmark Advisory Group’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 | $2.2M | Sell |
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|
2025
Q2 | $2.21M | Sell |
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|
2025
Q1 | $2.11M | Sell |
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|
2024
Q4 | $2.28M | Buy |
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|
2024
Q3 | $2.19M | Buy |
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|
2024
Q2 | $2.02M | Buy |
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|
2024
Q1 | $2.03M | Buy |
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|
2023
Q4 | $1.94M | Buy |
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|
2023
Q3 | $1.48M | Buy |
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|
2023
Q2 | $1.47M | Buy |
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|
2023
Q1 | $1.35M | Buy |
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|
2022
Q4 | $1.26M | Buy |
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|
2022
Q3 | $975K | Buy |
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|
2022
Q2 | $596K | Buy |
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|
2022
Q1 | $543K | Buy |
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|
2021
Q4 | $280K | Buy |
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