Lido Advisors’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 | $628K | Buy |
11,637
+2,667
| +30% | +$144K | ﹤0.01% | 922 |
|
|
2025
Q1 | $462K | Sell |
8,970
-1,725
| -16% | -$88.8K | ﹤0.01% | 969 |
|
|
2024
Q4 | $595K | Buy |
10,695
+336
| +3% | +$18.7K | ﹤0.01% | 870 |
|
|
2024
Q3 | $576K | Buy |
10,359
+1,749
| +20% | +$97.3K | ﹤0.01% | 824 |
|
|
2024
Q2 | $447K | Buy |
8,610
+1,728
| +25% | +$89.6K | ﹤0.01% | 865 |
|
|
2024
Q1 | $375K | Buy |
6,882
+355
| +5% | +$19.3K | ﹤0.01% | 898 |
|
|
2023
Q4 | $342K | Sell |
6,527
-430
| -6% | -$22.5K | ﹤0.01% | 881 |
|
|
2023
Q3 | $318K | Buy |
6,957
+1
| +0% | +$46 | ﹤0.01% | 804 |
|
|
2023
Q2 | $323K | Sell |
6,956
-1
| -0% | -$46 | ﹤0.01% | 804 |
|
|
2023
Q1 | $310K | Buy |
6,957
+2,397
| +53% | +$107K | ﹤0.01% | 783 |
|
|
2022
Q4 | $200K | Buy |
+4,560
| New | +$200K | ﹤0.01% | 799 |
|