MBM Wealth Consultants’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
Q2 | $410K | Hold |
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|
2025
Q1 | $391K | Hold |
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|
2024
Q4 | $422K | Hold |
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|
2024
Q3 | $422K | Hold |
|
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|
2024
Q2 | $387K | Hold |
|
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|
2024
Q1 | $413K | Hold |
|
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|
2023
Q4 | $395K | Hold |
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|
2023
Q3 | $336K | Hold |
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|
2023
Q2 | $362K | Hold |
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|
2023
Q1 | $338K | Hold |
|
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|
2022
Q4 | $332K | Hold |
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|
2022
Q3 | $305K | Hold |
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|
2022
Q2 | $305K | Hold |
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|
2022
Q1 | $354K | Hold |
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|
2021
Q4 | $361K | Hold |
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|
2021
Q3 | $337K | Hold |
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|
2021
Q2 | $340K | Buy |
|