LIA
LBMC Investment Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Buy |
8,550
+22
| +0.3% | +$1.19K | 0.03% | 130 |
|
|
2025
Q1 | $439K | Buy |
8,528
+15
| +0.2% | +$772 | 0.03% | 127 |
|
|
2024
Q4 | $474K | Buy |
8,513
+19
| +0.2% | +$1.06K | 0.04% | 122 |
|
|
2024
Q3 | $473K | Buy |
8,494
+17
| +0.2% | +$946 | 0.04% | 115 |
|
|
2024
Q2 | $440K | Buy |
8,477
+20
| +0.2% | +$1.04K | 0.04% | 112 |
|
|
2024
Q1 | $460K | Buy |
8,457
+9
| +0.1% | +$490 | 0.04% | 110 |
|
|
2023
Q4 | $442K | Buy |
8,448
+19
| +0.2% | +$994 | 0.04% | 100 |
|
|
2023
Q3 | $373K | Buy |
8,429
+18
| +0.2% | +$797 | 0.04% | 108 |
|
|
2023
Q2 | $390K | Buy |
8,411
+21
| +0.3% | +$974 | 0.04% | 110 |
|
|
2023
Q1 | $373K | Buy |
8,390
+14
| +0.2% | +$623 | 0.04% | 112 |
|
|
2022
Q4 | $368K | Buy |
8,376
+18
| +0.2% | +$791 | 0.04% | 109 |
|
|
2022
Q3 | $326K | Buy |
8,358
+18
| +0.2% | +$702 | 0.04% | 108 |
|
|
2022
Q2 | $335K | Buy |
8,340
+3,662
| +78% | +$147K | 0.04% | 104 |
|
|
2022
Q1 | $218K | Buy |
4,678
+8
| +0.2% | +$373 | 0.02% | 151 |
|
|
2021
Q4 | $222K | Sell |
4,670
-7,186
| -61% | -$342K | 0.02% | 156 |
|
|
2021
Q3 | $206 | Buy |
11,856
+7,229
| +156% | +$126 | 0.02% | 158 |
|
|
2021
Q2 | $207K | Buy |
+4,627
| New | +$207K | 0.02% | 159 |
|