Oliver Lagore Vanvalin Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $81.2K | Buy |
1,458
+888
| +156% | +$49.4K | 0.02% | 202 |
|
|
2024
Q3 | $31.7K | Buy |
570
+63
| +12% | +$3.51K | 0.01% | 293 |
|
|
2024
Q2 | $26.3K | Buy |
507
+142
| +39% | +$7.37K | 0.01% | 305 |
|
|
2024
Q1 | $19.9K | Sell |
365
-394
| -52% | -$21.4K | 0.01% | 338 |
|
|
2023
Q4 | $39.7K | Buy |
759
+190
| +33% | +$9.94K | 0.01% | 236 |
|
|
2023
Q3 | $26K | Buy |
569
+32
| +6% | +$1.46K | 0.01% | 315 |
|
|
2023
Q2 | $24.9K | Buy |
537
+32
| +6% | +$1.48K | 0.01% | 338 |
|
|
2023
Q1 | $22.5K | Buy |
+505
| New | +$22.5K | 0.01% | 272 |
|