Liberty Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.54M | Sell |
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|
2025
Q1 | $7.21M | Buy |
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|
2024
Q4 | $7.75M | Sell |
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|
2024
Q3 | $7.87M | Sell |
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|
2024
Q2 | $7.25M | Buy |
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|
2024
Q1 | $7.76M | Sell |
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|
2023
Q4 | $7.49M | Sell |
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|
2023
Q3 | $6.61M | Sell |
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|
2023
Q2 | $6.77M | Sell |
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|
2023
Q1 | $6.97M | Buy |
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|
2022
Q3 | $9.47M | Buy |
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|
2022
Q2 | $2.49M | Buy |
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|
2022
Q1 | $2.72M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $84K | Buy |
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|
2021
Q2 | $85K | Buy |
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