Joel Isaacson & Co’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
$39.1M Buy
2025
Q1
$35.8M Buy
2024
Q4
$37.1M Buy
2024
Q3
$36.5M Buy
2024
Q2
$33.8M Buy
2024
Q1
$34.2M Buy
2023
Q4
$31.4M Buy
2023
Q3
$26.5M Buy
2023
Q2
$25.7M Buy
2023
Q1
$23.6M Buy
2022
Q4
$21.6M Buy
2022
Q3
$17.5M Sell
2022
Q2
$18.3M Sell
2022
Q1
$21.3M Buy
2021
Q4
$21.6M Buy
2021
Q3
$20M Buy
2021
Q2
$19.5M Buy