Relaxing Retirement Coach’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $17.1M | Buy |
369,090
+40,361
| +12% | +$1.87M | 5.15% | 6 |
|
|
2023
Q1 | $14.6M | Buy |
328,729
+20,127
| +7% | +$896K | 4.87% | 6 |
|
|
2022
Q4 | $13.6M | Buy |
308,602
+20,007
| +7% | +$879K | 5.02% | 6 |
|
|
2022
Q3 | $11.2M | Buy |
288,595
+16,226
| +6% | +$632K | 5.31% | 6 |
|
|
2022
Q2 | $11M | Buy |
272,369
+24,495
| +10% | +$985K | 5.53% | 5 |
|
|
2022
Q1 | $11.5M | Buy |
247,874
+41,577
| +20% | +$1.94M | 5.92% | 5 |
|
|
2021
Q4 | $9.81M | Buy |
206,297
+37,259
| +22% | +$1.77M | 5.64% | 5 |
|
|
2021
Q3 | $7.51M | Buy |
169,038
+7,728
| +5% | +$343K | 6.15% | 6 |
|
|
2021
Q2 | $7.23M | Buy |
+161,310
| New | +$7.23M | 6.15% | 5 |
|