Safeguard Investment Advisory Group’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 | $771K | Sell |
|
|||||
|
2025
Q2 | $919K | Sell |
|
|||||
|
2025
Q1 | $952K | Sell |
|
|||||
|
2024
Q4 | $1.04M | Sell |
|
|||||
|
2024
Q3 | $1.12M | Sell |
|
|||||
|
2024
Q2 | $1.06M | Sell |
|
|||||
|
2024
Q1 | $1.15M | Sell |
|
|||||
|
2023
Q4 | $1.15M | Sell |
|
|||||
|
2023
Q3 | $1.08M | Sell |
|
|||||
|
2023
Q2 | $1.19M | Sell |
|
|||||
|
2023
Q1 | $1.54M | Sell |
|
|||||
|
2022
Q4 | $3.23M | Buy |
|
|||||
|
2022
Q3 | $2.56M | Buy |
|
|||||
|
2022
Q2 | $1.73M | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $1.69M | Buy |
|
|||||
|
2021
Q3 | $1.22M | Buy |
|
|||||
|
2021
Q2 | $506K | Buy |
|