McClarren Financial 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
Q2 | – | Sell |
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|
2025
Q1 | $100K | Sell |
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|
2024
Q4 | $108K | Sell |
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|
2024
Q3 | $10 | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $97K | Buy |
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|
2023
Q3 | $84K | Buy |
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|
2023
Q2 | $85K | Buy |
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|
2023
Q1 | $79K | Buy |
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|
2022
Q4 | $45K | Buy |
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|
2022
Q3 | $40K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $47K | Buy |
|