Running Point Capital Advisors’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 | $383K | Hold |
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|
2025
Q1 | $365K | Hold |
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|
2024
Q4 | $395K | Sell |
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|
2024
Q3 | $394K | Hold |
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|
2024
Q2 | $368K | Buy |
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|
2024
Q1 | $329K | Hold |
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|
2023
Q4 | $316K | Buy |
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|
2023
Q3 | $275K | Buy |
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|
2023
Q2 | $279K | Sell |
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|
2023
Q1 | $270K | Buy |
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|
2022
Q4 | $266K | Sell |
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|
2022
Q3 | $238K | Buy |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $310K | Sell |
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|
2021
Q4 | $319K | Sell |
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|
2021
Q3 | $355K | Buy |
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|
2021
Q2 | $358K | Buy |
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