Paragon Financial 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
Q3 | $296K | Hold |
|
|||||
|
2025
Q2 | $274K | Hold |
|
|||||
|
2025
Q1 | $262K | Hold |
|
|||||
|
2024
Q4 | $283K | Sell |
|
|||||
|
2024
Q3 | $565K | Hold |
|
|||||
|
2024
Q2 | $527K | Hold |
|
|||||
|
2024
Q1 | $553K | Buy |
|
|||||
|
2023
Q4 | $266K | Hold |
|
|||||
|
2023
Q3 | $232K | Hold |
|
|||||
|
2023
Q2 | $236K | Hold |
|
|||||
|
2023
Q1 | $226K | Hold |
|
|||||
|
2022
Q4 | $223K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $204K | Hold |
|
|||||
|
2022
Q1 | $237K | Hold |
|
|||||
|
2021
Q4 | $241K | Buy |
|