Meredith Wealth Planning’s Dimensional US Targeted Value ETF DFAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
23,753
+3,959
| +20% | +$214K | 0.47% | 27 |
|
|
2025
Q1 | $1.02M | Sell |
19,794
-14
| -0.1% | -$721 | 0.45% | 29 |
|
|
2024
Q4 | $1.1M | Sell |
19,808
-26
| -0.1% | -$1.45K | 0.49% | 27 |
|
|
2024
Q3 | $1.1M | Buy |
19,834
+103
| +0.5% | +$5.73K | 0.53% | 24 |
|
|
2024
Q2 | $1.02M | Sell |
19,731
-21
| -0.1% | -$1.09K | 0.54% | 24 |
|
|
2024
Q1 | $1.08M | Sell |
19,752
-17
| -0.1% | -$925 | 0.6% | 21 |
|
|
2023
Q4 | $1.03M | Sell |
19,769
-205
| -1% | -$10.7K | 0.64% | 21 |
|
|
2023
Q3 | $913K | Sell |
19,974
-104
| -0.5% | -$4.75K | 0.68% | 19 |
|
|
2023
Q2 | $931K | Buy |
20,078
+88
| +0.4% | +$4.08K | 0.76% | 15 |
|
|
2023
Q1 | $890K | Sell |
19,990
-44
| -0.2% | -$1.96K | 0.72% | 14 |
|
|
2022
Q4 | $880K | Buy |
+20,034
| New | +$880K | 0.76% | 15 |
|