Pettinga Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Hold |
3,956
| – | – | 0.05% | 125 |
|
|
2025
Q1 | $204K | Hold |
3,956
| – | – | 0.05% | 125 |
|
|
2024
Q4 | $220K | Hold |
3,956
| – | – | 0.05% | 119 |
|
|
2024
Q3 | $220K | Hold |
3,956
| – | – | 0.05% | 112 |
|
|
2024
Q2 | $205K | Hold |
3,956
| – | – | 0.05% | 116 |
|
|
2024
Q1 | $215K | Hold |
3,956
| – | – | 0.05% | 113 |
|
|
2023
Q4 | $207K | Buy |
+3,956
| New | +$207K | 0.06% | 113 |
|
|
2022
Q4 | – | Sell |
-7,401
| Closed | -$288K | – | 101 |
|
|
2022
Q3 | $288K | Sell |
7,401
-3,350
| -31% | -$130K | 0.1% | 80 |
|
|
2022
Q2 | $432K | Buy |
+10,751
| New | +$432K | 0.13% | 72 |
|