Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.83M | Buy |
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|
2025
Q2 | $7.17M | Buy |
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|
2025
Q1 | $5.58M | Sell |
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|
2024
Q4 | $6.15M | Buy |
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.28M | Buy |
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $995K | Sell |
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|
2023
Q1 | $958K | Sell |
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|
2022
Q4 | $976K | Sell |
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|
2022
Q3 | $874K | Sell |
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|
2022
Q2 | $941K | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $1.47M | Buy |
|