Lakeshore 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 | $6.65M | Sell |
123,150
-6,064
| -5% | -$327K | 2.67% | 11 |
|
|
2025
Q1 | $6.65M | Sell |
129,214
-148,705
| -54% | -$7.66M | 2.77% | 11 |
|
|
2024
Q4 | $15.5M | Sell |
277,919
-2,363
| -0.8% | -$132K | 6.6% | 7 |
|
|
2024
Q3 | $15.6M | Sell |
280,282
-4,979
| -2% | -$277K | 6.87% | 7 |
|
|
2024
Q2 | $14.8M | Sell |
285,261
-2,048
| -0.7% | -$106K | 7.22% | 6 |
|
|
2024
Q1 | $15.6M | Sell |
287,309
-5,369
| -2% | -$292K | 7.91% | 6 |
|
|
2023
Q4 | $15.3M | Sell |
292,678
-21,337
| -7% | -$1.12M | 8.51% | 4 |
|
|
2023
Q3 | $14.3M | Buy |
+314,015
| New | +$14.3M | 8.18% | 5 |
|