Keebeck 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 | $949K | Hold |
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|
2025
Q1 | $905K | Hold |
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|
2024
Q4 | $979K | Hold |
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|
2024
Q3 | $978K | Hold |
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|
2024
Q2 | $912K | Hold |
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|
2024
Q1 | $957K | Hold |
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|
2023
Q4 | $920K | Sell |
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|
2023
Q3 | $807K | Hold |
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|
2023
Q2 | $820K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $623K | Buy |
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