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Revisor Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Revisor Wealth Management’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,488
Closed -$560K – 166
2024
Q1 		$560K Buy
+10,488
New +$540K 0.25% 105
2023
Q4 		– Sell
-7,866
Closed -$359K – 140
2023
Q3 		$359K Hold
7,866
– – 0.31% 79
2023
Q2 		$365K Hold
7,866
– – 0.33% 74
2023
Q1 		$350K Buy
+7,866
New +$365K 0.32% 77

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IFA
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SC
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FPAS
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PFA
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JTWM
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Revisor Wealth Management's DFAT Position: Q2 2024 in Review

Revisor Wealth Management sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2024, closing a stake of 10,488 shares — an estimated $560K sold.

Revisor Wealth Management first reported a position in DFAT in Q1 2023 and held it in 4 quarters. The position peaked at $560K in Q1 2024. 618 funds tracked by Wall St. Rank hold DFAT as of Q2 2024.

  • Revisor Wealth Management reported no remaining Dimensional US Targeted Value ETF position as of Q2 2024 after selling out during the quarter.
  • Revisor Wealth Management sold 10,488 Dimensional US Targeted Value ETF shares in Q2 2024, an estimated $560K.
  • Revisor Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q1 2023 and held it in 4 quarters.
  • Revisor Wealth Management's Dimensional US Targeted Value ETF position peaked at $560K in Q1 2024.
  • 618 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2024.

Based on Revisor Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.