Ritter Daniher Financial Advisory’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
Q2 | $44.9K | Hold |
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|
2025
Q1 | $42.8K | Hold |
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|
2024
Q4 | $46.3K | Hold |
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|
2024
Q3 | $46.3K | Sell |
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|
2024
Q2 | $68.1K | Sell |
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|
2024
Q1 | $79.8K | Sell |
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|
2023
Q4 | $79.4K | Hold |
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|
2023
Q3 | $69.3K | Hold |
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|
2023
Q2 | $70.4K | Sell |
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|
2023
Q1 | $70.8K | Hold |
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|
2022
Q4 | $70K | Hold |
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|
2022
Q3 | $62K | Sell |
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|
2022
Q2 | $76K | Hold |
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|
2022
Q1 | $88K | Hold |
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|
2021
Q4 | $90K | Hold |
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|
2021
Q3 | $84K | Hold |
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|
2021
Q2 | $85K | Buy |
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