Rollins Financial Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Sell |
9,122
-1,866
| -17% | -$101K | 0.08% | 82 |
|
|
2025
Q1 | $566K | Sell |
10,988
-980
| -8% | -$50.5K | 0.1% | 74 |
|
|
2024
Q4 | $666K | Sell |
11,968
-1,400
| -10% | -$77.9K | 0.1% | 67 |
|
|
2024
Q3 | $744K | Sell |
13,368
-2,120
| -14% | -$118K | 0.12% | 64 |
|
|
2024
Q2 | $803K | Sell |
15,488
-740
| -5% | -$38.4K | 0.14% | 61 |
|
|
2024
Q1 | $883K | Sell |
16,228
-2,601
| -14% | -$142K | 0.17% | 58 |
|
|
2023
Q4 | $985K | Buy |
+18,829
| New | +$985K | 0.21% | 45 |
|