Moneta Group Investment Advisors’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
Q2 | $2.77M | Buy |
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|
2025
Q1 | $2.64M | Hold |
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|
2024
Q4 | $2.86M | Buy |
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|
2024
Q3 | $1.96M | Buy |
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|
2024
Q2 | $1.32M | Buy |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.29M | Hold |
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|
2023
Q3 | $1.13M | Hold |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $955K | Buy |
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|
2022
Q4 | $357K | Sell |
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|
2022
Q3 | $354K | Buy |
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|
2022
Q2 | $355K | Sell |
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|
2022
Q1 | $993K | Buy |
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|
2021
Q4 | $923K | Buy |
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|
2021
Q3 | $862K | Sell |
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|
2021
Q2 | $870K | Buy |
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