Personal Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $322K | Buy |
7,320
+261
| +4% | +$11.5K | ﹤0.01% | 368 |
|
|
2022
Q3 | $275K | Hold |
7,059
| – | – | ﹤0.01% | 377 |
|
|
2022
Q2 | $284K | Hold |
7,059
| – | – | ﹤0.01% | 364 |
|
|
2022
Q1 | $329K | Hold |
7,059
| – | – | ﹤0.01% | 369 |
|
|
2021
Q4 | $335K | Sell |
7,059
-3,989
| -36% | -$189K | ﹤0.01% | 415 |
|
|
2021
Q3 | $491K | Sell |
11,048
-465
| -4% | -$20.7K | ﹤0.01% | 312 |
|
|
2021
Q2 | $516K | Buy |
+11,513
| New | +$516K | ﹤0.01% | 303 |
|