OLIO Financial Planning’s Dimensional US Targeted Value ETF DFAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
196,397
+15,954
| +9% | +$861K | 3.34% | 7 |
|
|
2025
Q1 | $9.29M | Buy |
180,443
+15,242
| +9% | +$785K | 3.21% | 7 |
|
|
2024
Q4 | $9.2M | Buy |
165,201
+121,865
| +281% | +$6.78M | 3.23% | 7 |
|
|
2024
Q3 | $2.29M | Buy |
43,336
+50
| +0.1% | +$2.64K | 0.96% | 17 |
|
|
2024
Q2 | $2.29M | Sell |
43,286
-50
| -0.1% | -$2.64K | 0.97% | 17 |
|
|
2024
Q1 | $2.29M | Sell |
43,336
-728
| -2% | -$38.5K | 0.96% | 17 |
|
|
2023
Q4 | $2.33M | Buy |
44,064
+10,236
| +30% | +$541K | 0.98% | 17 |
|
|
2023
Q3 | $1.55M | Buy |
33,828
+6,582
| +24% | +$301K | 0.73% | 21 |
|
|
2023
Q2 | $1.26M | Buy |
27,246
+19,545
| +254% | +$907K | 0.6% | 23 |
|
|
2023
Q1 | $343K | Buy |
+7,701
| New | +$343K | 0.18% | 33 |
|