NorthRock Partners’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 | – | Sell |
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|
2025
Q1 | $185K | Buy |
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|
2024
Q4 | $147K | Sell |
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|
2024
Q3 | $167K | Sell |
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|
2024
Q2 | $254K | Buy |
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|
2024
Q1 | $265K | Buy |
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|
2023
Q4 | $249K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $250K | Hold |
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|
2022
Q3 | $222K | Hold |
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|
2022
Q2 | $229K | Hold |
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|
2022
Q1 | $265K | Hold |
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|
2021
Q4 | $271K | Sell |
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|
2021
Q3 | $301K | Buy |
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|
2021
Q2 | $303K | Buy |
|