ShankerValleau Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
220,282
+5,781
| +3% | +$312K | 3.39% | 10 |
|
|
2025
Q1 | $11M | Buy |
214,501
+28,402
| +15% | +$1.46M | 3.59% | 10 |
|
|
2024
Q4 | $10.4M | Sell |
186,099
-7,770
| -4% | -$432K | 3.33% | 10 |
|
|
2024
Q3 | $10.8M | Buy |
193,869
+2,445
| +1% | +$136K | 3.67% | 8 |
|
|
2024
Q2 | $9.93M | Buy |
191,424
+883
| +0.5% | +$45.8K | 4.25% | 8 |
|
|
2024
Q1 | $10.4M | Buy |
190,541
+1,106
| +0.6% | +$60.2K | 4.77% | 8 |
|
|
2023
Q4 | $9.91M | Sell |
189,435
-3,034
| -2% | -$159K | 5.05% | 7 |
|
|
2023
Q3 | $8.79M | Buy |
192,469
+1,710
| +0.9% | +$78.1K | 4.94% | 7 |
|
|
2023
Q2 | $8.85M | Buy |
190,759
+672
| +0.4% | +$31.2K | 4.87% | 7 |
|
|
2023
Q1 | $8.46M | Buy |
190,087
+4,044
| +2% | +$180K | 4.91% | 7 |
|
|
2022
Q4 | $8.18M | Sell |
186,043
-10,818
| -5% | -$475K | 5.07% | 7 |
|
|
2022
Q3 | $7.67M | Sell |
196,861
-6,832
| -3% | -$266K | 5.19% | 7 |
|
|
2022
Q2 | $8.19M | Sell |
203,693
-3,952
| -2% | -$159K | 5.33% | 7 |
|
|
2022
Q1 | $9.67M | Sell |
207,645
-3,875
| -2% | -$180K | 5.8% | 6 |
|
|
2021
Q4 | $10.1M | Buy |
+211,520
| New | +$10.1M | 5.78% | 6 |
|