Oxford Financial Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Oxford Financial Group’s Portfolio DFAT Stock Details DFAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,009	Closed	-$44.9K	–	296
2023 Q1	$44.9K	Hold	1,009	–	–	0.01%	219
2022 Q4	$44.3K	Hold	1,009	–	–	0.01%	220
2022 Q3	$39K	Sell	1,009 -86	-8%	-$3.67K	0.01%	202
2022 Q2	$44K	Hold	1,095	–	–	0.01%	223
2022 Q1	$51K	Hold	1,095	–	–	0.01%	220
2021 Q4	$52K	Sell	1,095 -618	-36%	-$29K	0.01%	233
2021 Q3	$76K	Sell	1,713 -1,481	-46%	-$65.7K	0.01%	205
2021 Q2	$143K	Buy	+3,194	New	+$143K	0.02%	181

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