ML&R 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
Q1
$44.3M Sell
2023
Q4
$45.1M Buy
2023
Q3
$38M Buy
2023
Q2
$38.2M Buy
2023
Q1
$36.2M Buy
2022
Q4
$33.9M Buy
2022
Q3
$29.7M Buy
2022
Q2
$30M Sell
2022
Q1
$35.2M Buy
2021
Q4
$34.3M Buy