Landmark Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $12.9M | Buy |
247,065
+9,396
| +4% | +$492K | 4.65% | 8 |
|
|
2023
Q3 | $10.9M | Buy |
237,669
+10,612
| +5% | +$485K | 4.41% | 6 |
|
|
2023
Q2 | $10.5M | Buy |
227,057
+10,217
| +5% | +$474K | 4.32% | 7 |
|
|
2023
Q1 | $9.65M | Buy |
216,840
+16,927
| +8% | +$753K | 4.24% | 8 |
|
|
2022
Q4 | $8.79M | Buy |
199,913
+14,421
| +8% | +$634K | 4.06% | 10 |
|
|
2022
Q3 | $7.23M | Buy |
185,492
+29,656
| +19% | +$1.16M | 3.82% | 9 |
|
|
2022
Q2 | $6.27M | Buy |
155,836
+32,335
| +26% | +$1.3M | 3.08% | 10 |
|
|
2022
Q1 | $5.56M | Buy |
123,501
+96,440
| +356% | +$4.34M | 2.67% | 11 |
|
|
2021
Q4 | $1.29M | Buy |
+27,061
| New | +$1.29M | 0.57% | 24 |
|