SFPM
Sensible Financial Planning & Management’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 | $896K | Sell |
16,607
-1
| -0% | -$54 | 0.17% | 29 |
|
|
2025
Q1 | $855K | Hold |
16,608
| – | – | 0.17% | 29 |
|
|
2024
Q4 | $924K | Hold |
16,608
| – | – | 0.19% | 27 |
|
|
2024
Q3 | $924K | Hold |
16,608
| – | – | 0.18% | 32 |
|
|
2024
Q2 | $861K | Hold |
16,608
| – | – | 0.19% | 25 |
|
|
2024
Q1 | $904K | Hold |
16,608
| – | – | 0.2% | 26 |
|
|
2023
Q4 | $869K | Hold |
16,608
| – | – | 0.2% | 26 |
|
|
2023
Q3 | $759K | Sell |
16,608
-97,926
| -85% | -$4.48M | 0.19% | 26 |
|
|
2023
Q2 | $5.31M | Buy |
114,534
+499
| +0.4% | +$23.1K | 1.25% | 14 |
|
|
2023
Q1 | $5.08M | Buy |
114,035
+285
| +0.3% | +$12.7K | 1.2% | 15 |
|
|
2022
Q4 | $5M | Buy |
113,750
+385
| +0.3% | +$16.9K | 1.24% | 13 |
|
|
2022
Q3 | $4.42M | Buy |
113,365
+357
| +0.3% | +$13.9K | 1.14% | 14 |
|
|
2022
Q2 | $4.55M | Buy |
113,008
+295
| +0.3% | +$11.9K | 1.15% | 14 |
|
|
2022
Q1 | $5.25M | Buy |
112,713
+150
| +0.1% | +$6.99K | 1.4% | 15 |
|
|
2021
Q4 | $5.35M | Buy |
112,563
+844
| +0.8% | +$40.1K | 1.52% | 14 |
|
|
2021
Q3 | $4.96M | Buy |
111,719
+488
| +0.4% | +$21.7K | 1.62% | 13 |
|
|
2021
Q2 | $4.98M | Buy |
+111,231
| New | +$4.98M | 1.68% | 13 |
|