Secure Asset Management’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 | $532K | Hold |
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|
2025
Q2 | $491K | Hold |
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|
2025
Q1 | $469K | Hold |
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|
2024
Q4 | $507K | Hold |
|
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|
2024
Q3 | $506K | Hold |
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|
2024
Q2 | $472K | Hold |
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|
2024
Q1 | $495K | Hold |
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|
2023
Q4 | $476K | Hold |
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|
2023
Q3 | $416K | Hold |
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|
2023
Q2 | $422K | Hold |
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|
2023
Q1 | $405K | Sell |
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|
2022
Q4 | $438K | Hold |
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|
2022
Q3 | $389K | Hold |
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|
2022
Q2 | $401K | Buy |
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