Keener Financial Planning’s Dimensional US Targeted Value ETF DFAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Hold |
5,279
| – | – | 0.14% | 40 |
|
|
2025
Q1 | $271K | Hold |
5,279
| – | – | 0.18% | 33 |
|
|
2024
Q4 | $293K | Hold |
5,279
| – | – | 0.17% | 34 |
|
|
2024
Q3 | $293K | Hold |
5,279
| – | – | 0.19% | 35 |
|
|
2024
Q2 | $273K | Hold |
5,279
| – | – | 0.18% | 37 |
|
|
2024
Q1 | $288K | Hold |
5,279
| – | – | 0.2% | 36 |
|
|
2023
Q4 | $276K | Buy |
+5,279
| New | +$276K | 0.21% | 33 |
|