Keyes Stange & Wooten Wealth Management’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 | $15.4M | Buy |
286,056
+3,693
| +1% | +$199K | 8.01% | 5 |
|
|
2025
Q1 | $14.5M | Buy |
282,363
+2,910
| +1% | +$150K | 8.27% | 4 |
|
|
2024
Q4 | $15.6M | Buy |
279,453
+5,170
| +2% | +$288K | 9.17% | 4 |
|
|
2024
Q3 | $15.3M | Buy |
274,283
+4,006
| +1% | +$223K | 9.05% | 4 |
|
|
2024
Q2 | $14M | Sell |
270,277
-3,464
| -1% | -$180K | 9.76% | 3 |
|
|
2024
Q1 | $14.9M | Buy |
273,741
+3,034
| +1% | +$165K | 13.12% | 2 |
|
|
2023
Q4 | $14.2M | Buy |
+270,707
| New | +$14.2M | 15.05% | 2 |
|