MAWCM
Mine & Arao Wealth Creation & Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,656
| Closed | -$90.1K | – | 146 |
|
|
2024
Q1 | $90.1K | Hold |
1,656
| – | – | 0.04% | 109 |
|
|
2023
Q4 | $86.6K | Hold |
1,656
| – | – | 0.05% | 111 |
|
|
2023
Q3 | $75.7K | Hold |
1,656
| – | – | 0.05% | 111 |
|
|
2023
Q2 | $76.8K | Hold |
1,656
| – | – | 0.04% | 116 |
|
|
2023
Q1 | $73.7K | Hold |
1,656
| – | – | 0.05% | 121 |
|
|
2022
Q4 | $72.8K | Hold |
1,656
| – | – | 0.05% | 116 |
|
|
2022
Q3 | $65K | Hold |
1,656
| – | – | 0.05% | 119 |
|
|
2022
Q2 | $67K | Buy |
1,656
+7
| +0.4% | +$283 | 0.05% | 119 |
|
|
2022
Q1 | $77K | Hold |
1,649
| – | – | 0.05% | 122 |
|
|
2021
Q4 | $78K | Hold |
1,649
| – | – | 0.04% | 124 |
|
|
2021
Q3 | $73K | Hold |
1,649
| – | – | 0.04% | 122 |
|
|
2021
Q2 | $74K | Buy |
+1,649
| New | +$74K | 0.04% | 118 |
|