LWM
Liberty Wealth Management’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 | $7.54M | Sell |
139,814
-309
| -0.2% | -$16.7K | 1.18% | 24 |
|
|
2025
Q1 | $7.21M | Buy |
140,123
+793
| +0.6% | +$40.8K | 1.38% | 20 |
|
|
2024
Q4 | $7.75M | Sell |
139,330
-2,051
| -1% | -$114K | 1.29% | 22 |
|
|
2024
Q3 | $7.87M | Sell |
141,381
-234,790
| -62% | -$13.1M | 1.34% | 20 |
|
|
2024
Q2 | $7.25M | Buy |
376,171
+233,658
| +164% | +$4.5M | 1.33% | 21 |
|
|
2024
Q1 | $7.76M | Sell |
142,513
-695
| -0.5% | -$37.8K | 1.51% | 18 |
|
|
2023
Q4 | $7.49M | Sell |
143,208
-1,536
| -1% | -$80.4K | 1.61% | 16 |
|
|
2023
Q3 | $6.61M | Sell |
144,744
-1,228
| -0.8% | -$56.1K | 1.65% | 15 |
|
|
2023
Q2 | $6.77M | Sell |
145,972
-10,388
| -7% | -$482K | 1.67% | 16 |
|
|
2023
Q1 | $6.97M | Buy |
+156,360
| New | +$6.97M | 1.44% | 16 |
|
|
2022
Q3 | $9.47M | Buy |
243,187
+181,184
| +292% | +$7.05M | 2.52% | 10 |
|
|
2022
Q2 | $2.49M | Buy |
62,003
+3,122
| +5% | +$126K | 1.01% | 21 |
|
|
2022
Q1 | $2.72M | Buy |
+58,881
| New | +$2.72M | 0.98% | 23 |
|
|
2021
Q4 | – | Sell |
-1,892
| Closed | -$84K | – | 384 |
|
|
2021
Q3 | $84K | Buy |
1,892
+4
| +0.2% | +$178 | 0.03% | 320 |
|
|
2021
Q2 | $85K | Buy |
+1,888
| New | +$85K | 0.03% | 235 |
|