SageView Advisory Group’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 | $806K | Sell |
14,362
-4,573
| -24% | -$257K | 0.03% | 273 |
|
|
2025
Q1 | $975K | Buy |
18,935
+372
| +2% | +$19.2K | 0.04% | 229 |
|
|
2024
Q4 | $1.03M | Buy |
18,563
+11,705
| +171% | +$652K | 0.04% | 218 |
|
|
2024
Q3 | $382K | Sell |
6,858
-3,054
| -31% | -$170K | 0.02% | 343 |
|
|
2024
Q2 | $514K | Buy |
9,912
+4,936
| +99% | +$256K | 0.02% | 335 |
|
|
2024
Q1 | $271K | Sell |
4,976
-1,320
| -21% | -$71.8K | 0.01% | 438 |
|
|
2023
Q4 | $327K | Buy |
+6,296
| New | +$327K | 0.01% | 482 |
|