New England Private Wealth 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 | $9.89M | Sell |
|
|||||
|
2025
Q1 | $13.8M | Sell |
|
|||||
|
2024
Q4 | $15M | Sell |
|
|||||
|
2024
Q3 | $15.4M | Sell |
|
|||||
|
2024
Q2 | $14.9M | Sell |
|
|||||
|
2024
Q1 | $15.8M | Buy |
|
|||||
|
2023
Q4 | $15.1M | Buy |
|
|||||
|
2023
Q3 | $13M | Sell |
|
|||||
|
2023
Q2 | $13.2M | Sell |
|
|||||
|
2023
Q1 | $12.7M | Buy |
|
|||||
|
2022
Q4 | $8.61M | Buy |
|
|||||
|
2022
Q3 | $7.4M | Sell |
|
|||||
|
2022
Q2 | $12.1M | Sell |
|
|||||
|
2022
Q1 | $12.1M | Buy |
|
|||||
|
2021
Q4 | $9.92M | Buy |
|
|||||
|
2021
Q3 | $379K | Buy |
|
|||||
|
2021
Q2 | $381K | Buy |
|