Parkside Financial Bank & Trust’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
$670K Buy
2025
Q2
$621K Sell
2025
Q1
$593K Sell
2024
Q4
$684K Buy
2024
Q3
$494K Buy
2024
Q2
$460K Buy
2024
Q1
$483K Sell
2023
Q4
$481K Buy
2023
Q3
$420K Buy
2023
Q2
$413K Sell
2023
Q1
$418K Hold
2022
Q4
$413K Hold
2022
Q3
$366K Hold
2022
Q2
$378K Sell
2022
Q1
$463K Sell
2021
Q4
$564K Buy
2021
Q3
$435K Hold
2021
Q2
$439K Buy