Private Ocean’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $113K | Hold |
|
|||||
|
2024
Q1 | $119K | Hold |
|
|||||
|
2023
Q4 | $114K | Sell |
|
|||||
|
2023
Q3 | $105K | Buy |
|
|||||
|
2023
Q2 | $102K | Hold |
|
|||||
|
2023
Q1 | $97.4K | Hold |
|
|||||
|
2022
Q4 | $96.2K | Hold |
|
|||||
|
2022
Q3 | $85K | Hold |
|
|||||
|
2022
Q2 | $88K | Hold |
|
|||||
|
2022
Q1 | $102K | Hold |
|
|||||
|
2021
Q4 | $104K | Hold |
|
|||||
|
2021
Q3 | $97K | Sell |
|
|||||
|
2021
Q2 | $213K | Buy |
|