Partners in Financial Planning’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
Q2 | $1.03M | Buy |
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|
2025
Q1 | $978K | Buy |
|
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $1.05M | Buy |
|
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|
2024
Q2 | $980K | Buy |
|
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|
2024
Q1 | $1.03M | Buy |
|
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|
2023
Q4 | $985K | Buy |
|
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|
2023
Q3 | $858K | Sell |
|
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|
2023
Q2 | $921K | Buy |
|
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|
2023
Q1 | $882K | Sell |
|
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|
2022
Q4 | $868K | Sell |
|
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|
2022
Q3 | $924K | Buy |
|
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|
2022
Q2 | $883K | Sell |
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|
2022
Q1 | $925K | Sell |
|
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|
2021
Q4 | $952K | Buy |
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|
2021
Q3 | $915K | Buy |
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|
2021
Q2 | $922K | Buy |
|