Libra Wealth’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 | $16.8M | Buy |
311,986
+50,612
| +19% | +$2.73M | 5.5% | 6 |
|
|
2025
Q1 | $13.5M | Sell |
261,374
-3,526
| -1% | -$182K | 5.05% | 4 |
|
|
2024
Q4 | $14.7M | Sell |
264,900
-8,029
| -3% | -$447K | 5.73% | 4 |
|
|
2024
Q3 | $15.2M | Sell |
272,929
-5,653
| -2% | -$314K | 6.07% | 4 |
|
|
2024
Q2 | $14.5M | Sell |
278,582
-12,362
| -4% | -$641K | 6.26% | 4 |
|
|
2024
Q1 | $15.8M | Sell |
290,944
-2,808
| -1% | -$153K | 6.94% | 4 |
|
|
2023
Q4 | $15.4M | Sell |
293,752
-8,528
| -3% | -$446K | 7.64% | 3 |
|
|
2023
Q3 | $13.8M | Sell |
302,280
-778
| -0.3% | -$35.5K | 7.64% | 3 |
|
|
2023
Q2 | $14.1M | Sell |
303,058
-35,373
| -10% | -$1.64M | 7.68% | 3 |
|
|
2023
Q1 | $15.1M | Sell |
338,431
-5,863
| -2% | -$261K | 8.73% | 3 |
|
|
2022
Q4 | $15.1M | Buy |
344,294
+20,788
| +6% | +$914K | 0.41% | 8 |
|
|
2022
Q3 | $12.6M | Buy |
323,506
+34,849
| +12% | +$1.36M | 8.11% | 4 |
|
|
2022
Q2 | $11.6M | Sell |
288,657
-35,858
| -11% | -$1.44M | 8.31% | 5 |
|
|
2022
Q1 | $15.1M | Buy |
324,515
+19,928
| +7% | +$928K | 8.66% | 4 |
|
|
2021
Q4 | $14.4M | Buy |
+304,587
| New | +$14.4M | 9.33% | 5 |
|