SHGA
Sand Hill Global 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 | $467K | Hold |
8,652
| – | – | 0.02% | 149 |
|
|
2025
Q1 | $445K | Hold |
8,652
| – | – | 0.02% | 149 |
|
|
2024
Q4 | $482K | Sell |
8,652
-707
| -8% | -$39.4K | 0.02% | 143 |
|
|
2024
Q3 | $521K | Sell |
9,359
-91
| -1% | -$5.06K | 0.02% | 139 |
|
|
2024
Q2 | $490K | Hold |
9,450
| – | – | 0.02% | 140 |
|
|
2024
Q1 | $514K | Sell |
9,450
-618
| -6% | -$33.6K | 0.02% | 119 |
|
|
2023
Q4 | $527K | Hold |
10,068
| – | – | 0.03% | 123 |
|
|
2023
Q3 | $460K | Hold |
10,068
| – | – | 0.03% | 117 |
|
|
2023
Q2 | $467K | Hold |
10,068
| – | – | 0.02% | 117 |
|
|
2023
Q1 | $448K | Hold |
10,068
| – | – | 0.02% | 123 |
|
|
2022
Q4 | $442K | Hold |
10,068
| – | – | 0.03% | 128 |
|
|
2022
Q3 | $392K | Hold |
10,068
| – | – | 0.02% | 125 |
|
|
2022
Q2 | $405K | Hold |
10,068
| – | – | 0.02% | 122 |
|
|
2022
Q1 | $469K | Hold |
10,068
| – | – | 0.03% | 113 |
|
|
2021
Q4 | $478K | Hold |
10,068
| – | – | 0.03% | 114 |
|
|
2021
Q3 | $447K | Hold |
10,068
| – | – | 0.03% | 116 |
|
|
2021
Q2 | $451K | Buy |
+10,068
| New | +$451K | 0.03% | 112 |
|