Measured Wealth Private Client Group’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
$1.18M Sell
2025
Q1
$1.27M Sell
2024
Q4
$1.49M Sell
2024
Q3
$1.5M Sell
2024
Q2
$1.42M Sell
2024
Q1
$1.75M Sell
2023
Q4
$1.72M Sell
2023
Q3
$1.54M Sell
2023
Q2
$1.59M Hold
2023
Q1
$1.53M Sell
2022
Q4
$1.56M Sell
2022
Q3
$1.4M Hold
2022
Q2
$1.44M Buy
2022
Q1
Sell
2021
Q4
$1.74M Sell
2021
Q3
$1.72M Sell
2021
Q2
$1.83M Buy