Salomon & Ludwin’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
Q1 | – | Sell |
-1,107
| Closed | -$61.6K | – | 717 |
|
|
2024
Q4 | $61.6K | Hold |
1,107
| – | – | 0.01% | 228 |
|
|
2024
Q3 | $61.6K | Sell |
1,107
-614
| -36% | -$34.2K | 0.01% | 240 |
|
|
2024
Q2 | $89.3K | Hold |
1,721
| – | – | 0.01% | 205 |
|
|
2024
Q1 | $93.7K | Hold |
1,721
| – | – | 0.01% | 265 |
|
|
2023
Q4 | $78.6K | Hold |
1,721
| – | – | 0.01% | 251 |
|
|
2023
Q3 | $78.6K | Buy |
+1,721
| New | +$78.6K | 0.01% | 251 |
|