Jackson Thornton 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 | $160M | Sell |
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|
2025
Q1 | $136M | Sell |
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|
2024
Q4 | $164M | Buy |
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|
2024
Q3 | $159M | Buy |
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|
2024
Q2 | $142M | Buy |
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|
2024
Q1 | $139M | Buy |
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|
2023
Q4 | $132M | Sell |
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|
2023
Q3 | $118M | Sell |
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|
2023
Q2 | $125M | Buy |
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|
2023
Q1 | $110M | Sell |
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|
2022
Q4 | $109M | Sell |
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|
2022
Q3 | $97.9M | Buy |
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|
2022
Q2 | $92.3M | Sell |
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|
2022
Q1 | $128M | Buy |
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|
2021
Q4 | $106M | Buy |
|