RFA
RTD Financial Advisors’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 | $4.38M | Hold |
81,110
| – | – | 0.56% | 42 |
|
|
2025
Q1 | $4.18M | Sell |
81,110
-3,692
| -4% | -$190K | 0.56% | 40 |
|
|
2024
Q4 | $4.72M | Sell |
84,802
-132
| -0.2% | -$7.35K | 0.61% | 37 |
|
|
2024
Q3 | $4.72M | Sell |
84,934
-677
| -0.8% | -$37.7K | 0.6% | 38 |
|
|
2024
Q2 | $4.44M | Buy |
85,611
+11
| +0% | +$571 | 0.6% | 39 |
|
|
2024
Q1 | $4.66M | Sell |
85,600
-843
| -1% | -$45.9K | 0.63% | 38 |
|
|
2023
Q4 | $4.52M | Sell |
86,443
-920
| -1% | -$48.1K | 0.64% | 38 |
|
|
2023
Q3 | $3.99M | Sell |
87,363
-1,210
| -1% | -$55.3K | 0.61% | 39 |
|
|
2023
Q2 | $4.11M | Sell |
88,573
-667
| -0.7% | -$30.9K | 0.6% | 39 |
|
|
2023
Q1 | $3.97M | Sell |
89,240
-307
| -0.3% | -$13.7K | 0.61% | 38 |
|
|
2022
Q4 | $3.94M | Sell |
89,547
-195
| -0.2% | -$8.57K | 0.64% | 38 |
|
|
2022
Q3 | $3.5M | Sell |
89,742
-5,315
| -6% | -$207K | 0.64% | 37 |
|
|
2022
Q2 | $3.82M | Sell |
95,057
-765
| -0.8% | -$30.8K | 0.59% | 41 |
|
|
2022
Q1 | $4.46M | Buy |
95,822
+490
| +0.5% | +$22.8K | 0.6% | 39 |
|
|
2021
Q4 | $4.53M | Buy |
+95,332
| New | +$4.53M | 0.59% | 37 |
|