Lutz Financial Services’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 | $8.11M | Sell |
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|
2025
Q2 | $7.64M | Buy |
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|
2025
Q1 | $7.27M | Sell |
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|
2024
Q4 | $8.02M | Sell |
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|
2024
Q3 | $8.12M | Sell |
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|
2024
Q2 | $7.58M | Buy |
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|
2024
Q1 | $7.95M | Sell |
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|
2023
Q4 | $7.92M | Buy |
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|
2023
Q3 | $6.73M | Buy |
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|
2023
Q2 | $6.82M | Sell |
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|
2023
Q1 | $6.57M | Sell |
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|
2022
Q4 | $6.52M | Sell |
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|
2022
Q3 | $5.82M | Sell |
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|
2022
Q2 | $6.19M | Buy |
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|
2022
Q1 | $7.1M | Buy |
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|
2021
Q4 | $6.65M | Sell |
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|
2021
Q3 | $6.25M | Sell |
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|
2021
Q2 | $6.31M | Buy |
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