Mason Investment Advisory 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 | $6.98M | Buy |
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|
2025
Q2 | $6.45M | Buy |
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|
2025
Q1 | $6.13M | Buy |
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|
2024
Q4 | $6.61M | Buy |
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|
2024
Q3 | $6.59M | Buy |
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|
2024
Q2 | $6.13M | Buy |
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|
2024
Q1 | $6.41M | Buy |
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|
2023
Q4 | $6.16M | Hold |
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|
2023
Q3 | $5.38M | Sell |
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|
2023
Q2 | $5.62M | Hold |
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|
2023
Q1 | $5.39M | Sell |
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|
2022
Q4 | $5.58M | Sell |
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|
2022
Q3 | $5.18M | Sell |
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|
2022
Q2 | $5.47M | Sell |
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|
2022
Q1 | $6.54M | Sell |
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|
2021
Q4 | $6.73M | Sell |
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|
2021
Q3 | $6.36M | Sell |
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|
2021
Q2 | $6.42M | Buy |
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