LFA
Level Financial 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 | $3.78M | Sell |
70,106
-1,927
| -3% | -$104K | 1.18% | 23 |
|
|
2025
Q1 | $3.71M | Sell |
72,033
-477
| -0.7% | -$24.6K | 1.26% | 22 |
|
|
2024
Q4 | $4.04M | Sell |
72,510
-991
| -1% | -$55.2K | 1.48% | 19 |
|
|
2024
Q3 | $4.09M | Sell |
73,501
-1,567
| -2% | -$87.2K | 1.56% | 17 |
|
|
2024
Q2 | $3.89M | Sell |
75,068
-300
| -0.4% | -$15.6K | 1.69% | 16 |
|
|
2024
Q1 | $4.1M | Sell |
75,368
-1,647
| -2% | -$89.6K | 1.86% | 13 |
|
|
2023
Q4 | $4.03M | Sell |
77,015
-1,417
| -2% | -$74.2K | 1.99% | 12 |
|
|
2023
Q3 | $3.58M | Sell |
78,432
-966
| -1% | -$44.1K | 2% | 12 |
|
|
2023
Q2 | $3.68M | Buy |
79,398
+4
| +0% | +$186 | 2.06% | 12 |
|
|
2023
Q1 | $3.53M | Sell |
79,394
-39
| -0% | -$1.74K | 2.12% | 11 |
|
|
2022
Q4 | $3.49M | Sell |
79,433
-642
| -0.8% | -$28.2K | 2.29% | 8 |
|
|
2022
Q3 | $3.12M | Sell |
80,075
-2,397
| -3% | -$93.4K | 2.3% | 7 |
|
|
2022
Q2 | $3.32M | Buy |
+82,472
| New | +$3.32M | 2.44% | 8 |
|
|
2022
Q1 | – | Sell |
-86,550
| Closed | -$4.11M | – | 244 |
|
|
2021
Q4 | $4.11M | Buy |
+86,550
| New | +$4.11M | 3.14% | 6 |
|