Rise 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
Q4 | – | Sell |
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|
2025
Q3 | $28.7K | Sell |
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|
2025
Q2 | $12.6M | Buy |
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|
2025
Q1 | $11.5M | Buy |
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|
2024
Q4 | $8.8M | Sell |
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|
2024
Q3 | $8.84M | Buy |
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|
2024
Q2 | $7.65M | Sell |
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|
2024
Q1 | $8.4M | Buy |
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|
2023
Q4 | $7.89M | Buy |
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|
2023
Q3 | $6.49M | Buy |
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|
2023
Q2 | $6.04M | Buy |
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|
2023
Q1 | $5.16M | Buy |
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|
2022
Q4 | $5.08M | Buy |
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|
2022
Q3 | $4.43M | Buy |
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|
2022
Q2 | $4.37M | Buy |
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|
2022
Q1 | $4.95M | Buy |
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