Sensible Financial Planning & 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
Q2 | $896K | Sell |
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|
2025
Q1 | $855K | Hold |
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|
2024
Q4 | $924K | Hold |
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|
2024
Q3 | $924K | Hold |
|
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|
2024
Q2 | $861K | Hold |
|
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|
2024
Q1 | $904K | Hold |
|
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|
2023
Q4 | $869K | Hold |
|
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|
2023
Q3 | $759K | Sell |
|
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|
2023
Q2 | $5.31M | Buy |
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|
2023
Q1 | $5.08M | Buy |
|
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|
2022
Q4 | $5M | Buy |
|
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|
2022
Q3 | $4.42M | Buy |
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|
2022
Q2 | $4.54M | Buy |
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|
2022
Q1 | $5.25M | Buy |
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|
2021
Q4 | $5.35M | Buy |
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|
2021
Q3 | $4.96M | Buy |
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|
2021
Q2 | $4.98M | Buy |
|