Plante Moran Financial Advisors’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 | $835K | Buy |
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|
2025
Q2 | $774K | Buy |
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|
2025
Q1 | $723K | Sell |
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|
2024
Q4 | $817K | Buy |
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|
2024
Q3 | $778K | Hold |
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|
2024
Q2 | $725K | Hold |
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|
2024
Q1 | $761K | Hold |
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|
2023
Q4 | $732K | Sell |
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|
2023
Q3 | $658K | Sell |
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|
2023
Q2 | $702K | Sell |
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|
2023
Q1 | $734K | Sell |
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|
2022
Q4 | $775K | Buy |
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|
2022
Q3 | $687K | Buy |
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|
2022
Q2 | $708K | Sell |
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|
2022
Q1 | $873K | Buy |
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|
2021
Q4 | $864K | Sell |
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|
2021
Q3 | $872K | Sell |
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|
2021
Q2 | $1.05M | Buy |
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