MAG
Mokosak Advisory Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
4,004
+18
| +0.5% | +$971 | 0.06% | 34 |
|
|
2025
Q1 | $205K | Buy |
3,986
+12
| +0.3% | +$618 | 0.06% | 32 |
|
|
2024
Q4 | $221K | Buy |
3,974
+73
| +2% | +$4.06K | 0.07% | 31 |
|
|
2024
Q3 | $217K | Sell |
3,901
-104
| -3% | -$5.79K | 0.07% | 29 |
|
|
2024
Q2 | $208K | Buy |
4,005
+16
| +0.4% | +$830 | 0.07% | 29 |
|
|
2024
Q1 | $217K | Sell |
3,989
-110
| -3% | -$5.99K | 0.07% | 29 |
|
|
2023
Q4 | $215K | Buy |
+4,099
| New | +$215K | 0.08% | 26 |
|