SHFA
SC&H Financial 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 | $4.18M | Sell |
77,437
-175
| -0.2% | -$9.44K | 0.71% | 22 |
|
|
2025
Q1 | $4M | Buy |
77,612
+398
| +0.5% | +$20.5K | 0.79% | 22 |
|
|
2024
Q4 | $4.3M | Buy |
77,214
+2,151
| +3% | +$120K | 0.89% | 21 |
|
|
2024
Q3 | $4.18M | Buy |
75,063
+2,735
| +4% | +$152K | 0.91% | 19 |
|
|
2024
Q2 | $3.75M | Buy |
72,328
+3,465
| +5% | +$180K | 0.92% | 19 |
|
|
2024
Q1 | $3.75M | Buy |
68,863
+1,354
| +2% | +$73.7K | 0.98% | 18 |
|
|
2023
Q4 | $3.53M | Buy |
67,509
+433
| +0.6% | +$22.7K | 1.02% | 18 |
|
|
2023
Q3 | $3.06M | Buy |
67,076
+5,418
| +9% | +$248K | 1.02% | 18 |
|
|
2023
Q2 | $2.86M | Buy |
61,658
+8,667
| +16% | +$402K | 0.95% | 19 |
|
|
2023
Q1 | $2.36M | Buy |
52,991
+8,003
| +18% | +$356K | 0.86% | 22 |
|
|
2022
Q4 | $1.98M | Buy |
44,988
+3,284
| +8% | +$144K | 0.82% | 24 |
|
|
2022
Q3 | $1.63M | Buy |
41,704
+8,000
| +24% | +$312K | 0.81% | 27 |
|
|
2022
Q2 | $1.36M | Buy |
33,704
+26,000
| +337% | +$1.05M | 0.63% | 33 |
|
|
2022
Q1 | $359K | Buy |
7,704
+2,815
| +58% | +$131K | 0.17% | 112 |
|
|
2021
Q4 | $232K | Buy |
+4,889
| New | +$232K | 0.13% | 140 |
|