Rockwood Wealth Management’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
Q3 | $2.15M | Buy |
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|
2025
Q2 | $1.51M | Sell |
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|
2025
Q1 | $2.2M | Buy |
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|
2024
Q4 | $2.37M | Buy |
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|
2024
Q3 | $2.37M | Buy |
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|
2024
Q2 | $2.21M | Buy |
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|
2024
Q1 | $1.08M | Hold |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $887K | Buy |
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|
2023
Q2 | $844K | Sell |
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|
2023
Q1 | $846K | Buy |
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|
2022
Q4 | $755K | Buy |
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|
2022
Q3 | $583K | Sell |
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|
2022
Q2 | $917K | Buy |
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|
2022
Q1 | $700K | Buy |
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