Root Financial Partners’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 | $1.53M | Buy |
28,361
+5,535
| +24% | +$299K | 0.15% | 54 |
|
|
2025
Q1 | $1.18M | Buy |
22,826
+11,578
| +103% | +$597K | 0.13% | 58 |
|
|
2024
Q4 | $626K | Sell |
11,248
-7,516
| -40% | -$418K | 0.08% | 99 |
|
|
2024
Q3 | $1.04M | Sell |
18,764
-536
| -3% | -$29.8K | 0.17% | 48 |
|
|
2024
Q2 | $1M | Sell |
19,300
-6,036
| -24% | -$313K | 0.23% | 35 |
|
|
2024
Q1 | $1.38M | Sell |
25,336
-1,485
| -6% | -$80.8K | 0.41% | 29 |
|
|
2023
Q4 | $1.4M | Sell |
26,821
-819
| -3% | -$42.9K | 0.53% | 24 |
|
|
2023
Q3 | $1.26M | Sell |
27,640
-1,775
| -6% | -$81.1K | 0.67% | 20 |
|
|
2023
Q2 | $1.36M | Sell |
29,415
-2,419
| -8% | -$112K | 0.81% | 17 |
|
|
2023
Q1 | $1.42M | Buy |
+31,834
| New | +$1.42M | 1.01% | 18 |
|