Merriman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $49M | Sell |
|
|||||
|
2024
Q3 | $51.2M | Buy |
|
|||||
|
2024
Q2 | $47.3M | Buy |
|
|||||
|
2024
Q1 | $47.7M | Buy |
|
|||||
|
2023
Q4 | $45.2M | Sell |
|
|||||
|
2023
Q3 | $41.5M | Sell |
|
|||||
|
2023
Q2 | $42.7M | Sell |
|
|||||
|
2023
Q1 | $181M | Sell |
|
|||||
|
2022
Q4 | $182M | Buy |
|
|||||
|
2022
Q3 | $150M | Sell |
|
|||||
|
2022
Q2 | $159M | Buy |
|
|||||
|
2022
Q1 | $164M | Buy |
|
|||||
|
2021
Q4 | $39.1M | Sell |
|
|||||
|
2021
Q3 | $139M | Buy |
|
|||||
|
2021
Q2 | $75.6M | Buy |
|