Lauterbach 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4M | Buy |
395,898
+14,731
| +4% | +$795K | 11.75% | 2 |
|
|
2025
Q1 | $19.6M | Buy |
381,167
+3,178
| +0.8% | +$164K | 12.23% | 2 |
|
|
2024
Q4 | $21M | Sell |
377,989
-9,703
| -3% | -$540K | 12.77% | 2 |
|
|
2024
Q3 | $21.6M | Sell |
387,692
-3,158
| -0.8% | -$176K | 13.12% | 2 |
|
|
2024
Q2 | $20.8M | Sell |
390,850
-692
| -0.2% | -$36.9K | 13.71% | 2 |
|
|
2024
Q1 | $21.3M | Sell |
391,542
-31,479
| -7% | -$1.71M | 13.99% | 2 |
|
|
2023
Q4 | $22.1M | Sell |
423,021
-8,391
| -2% | -$439K | 15.42% | 2 |
|
|
2023
Q3 | $19.7M | Buy |
431,412
+72
| +0% | +$3.29K | 15.48% | 2 |
|
|
2023
Q2 | $20M | Buy |
431,340
+1,861
| +0.4% | +$86.3K | 15.29% | 2 |
|
|
2023
Q1 | $19.1M | Sell |
429,479
-192
| -0% | -$8.54K | 15.44% | 2 |
|
|
2022
Q4 | $18.9M | Buy |
429,671
+7,441
| +2% | +$327K | 16.83% | 2 |
|
|
2022
Q3 | $16.5M | Sell |
422,230
-6,472
| -2% | -$252K | 16.76% | 2 |
|
|
2022
Q2 | $17.2M | Buy |
428,702
+8,982
| +2% | +$361K | 16.38% | 2 |
|
|
2022
Q1 | $19.6M | Buy |
419,720
+3,836
| +0.9% | +$179K | 17.77% | 2 |
|
|
2021
Q4 | $19.8M | Buy |
+415,884
| New | +$19.8M | 17.45% | 2 |
|