RDFA
Ritter Daniher Financial Advisory’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.9K | Hold |
832
| – | – | 0.01% | 185 |
|
|
2025
Q1 | $42.8K | Hold |
832
| – | – | 0.01% | 175 |
|
|
2024
Q4 | $46.3K | Hold |
832
| – | – | 0.01% | 168 |
|
|
2024
Q3 | $46.3K | Sell |
832
-480
| -37% | -$26.7K | 0.01% | 162 |
|
|
2024
Q2 | $68.1K | Sell |
1,312
-155
| -11% | -$8.04K | 0.02% | 128 |
|
|
2024
Q1 | $79.8K | Sell |
1,467
-50
| -3% | -$2.72K | 0.03% | 121 |
|
|
2023
Q4 | $79.4K | Hold |
1,517
| – | – | 0.03% | 121 |
|
|
2023
Q3 | $69.3K | Hold |
1,517
| – | – | 0.03% | 123 |
|
|
2023
Q2 | $70.4K | Sell |
1,517
-75
| -5% | -$3.48K | 0.03% | 117 |
|
|
2023
Q1 | $70.8K | Hold |
1,592
| – | – | 0.03% | 115 |
|
|
2022
Q4 | $70K | Hold |
1,592
| – | – | 0.03% | 122 |
|
|
2022
Q3 | $62K | Sell |
1,592
-300
| -16% | -$11.7K | 0.04% | 107 |
|
|
2022
Q2 | $76K | Hold |
1,892
| – | – | 0.05% | 95 |
|
|
2022
Q1 | $88K | Hold |
1,892
| – | – | 0.06% | 88 |
|
|
2021
Q4 | $90K | Hold |
1,892
| – | – | 0.06% | 90 |
|
|
2021
Q3 | $84K | Hold |
1,892
| – | – | 0.06% | 89 |
|
|
2021
Q2 | $85K | Buy |
+1,892
| New | +$85K | 0.06% | 82 |
|