Lauer Wealth’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 | – | Sell |
-29,555
| Closed | -$1.46M | – | 53 |
|
|
2025
Q1 | $1.46M | Buy |
29,555
+480
| +2% | +$23.8K | 1.13% | 14 |
|
|
2024
Q4 | $1.62M | Hold |
29,075
| – | – | 1.08% | 15 |
|
|
2024
Q3 | $1.6M | Buy |
29,075
+555
| +2% | +$30.5K | 1.23% | 14 |
|
|
2024
Q2 | $1.52M | Buy |
28,520
+500
| +2% | +$26.7K | 1.2% | 14 |
|
|
2024
Q1 | $1.46M | Hold |
28,020
| – | – | 1.27% | 15 |
|
|
2023
Q4 | $1.44M | Hold |
28,020
| – | – | 1.33% | 15 |
|
|
2023
Q3 | $1.26M | Hold |
28,020
| – | – | 1.36% | 17 |
|
|
2023
Q2 | $1.37M | Buy |
+28,020
| New | +$1.37M | 1.41% | 17 |
|