Lido Advisors’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
Q3 | $677K | Hold |
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|
2025
Q2 | $628K | Buy |
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|
2025
Q1 | $462K | Sell |
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|
2024
Q4 | $595K | Buy |
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|
2024
Q3 | $576K | Buy |
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|
2024
Q2 | $447K | Buy |
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|
2024
Q1 | $375K | Buy |
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|
2023
Q4 | $342K | Sell |
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|
2023
Q3 | $318K | Buy |
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|
2023
Q2 | $323K | Sell |
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|
2023
Q1 | $310K | Buy |
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|
2022
Q4 | $200K | Buy |
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