Live Oak Private Wealth’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 | $3.36M | Hold |
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|
2025
Q2 | $3.12M | Hold |
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2025
Q1 | $2.97M | Buy |
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|
2024
Q4 | $3.03M | Sell |
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|
2024
Q3 | $3.07M | Hold |
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|
2024
Q2 | $2.86M | Sell |
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|
2024
Q1 | $3.01M | Buy |
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|
2023
Q4 | $2.8M | Buy |
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|
2023
Q3 | $1.91M | Hold |
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|
2023
Q2 | $1.94M | Hold |
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|
2023
Q1 | $1.86M | Hold |
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|
2022
Q4 | $1.84M | Hold |
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|
2022
Q3 | $1.63M | Hold |
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|
2022
Q2 | $1.68M | Buy |
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