JFS Wealth Advisors’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 | $814K | Sell |
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|
2025
Q2 | $757K | Sell |
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|
2025
Q1 | $728K | Buy |
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|
2024
Q4 | $787K | Buy |
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|
2024
Q3 | $786K | Sell |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $1.06M | Buy |
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $940K | Buy |
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|
2022
Q2 | $969K | Buy |
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|
2022
Q1 | $1.12M | Sell |
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|
2021
Q4 | $1.44M | Sell |
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|
2021
Q3 | $1.35M | Buy |
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|
2021
Q2 | $1.36M | Buy |
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