Shearwater Capital’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 | $4.82M | Sell |
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|
2025
Q2 | $4.48M | Sell |
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|
2025
Q1 | $4.3M | Sell |
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|
2024
Q4 | $4.7M | Sell |
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|
2024
Q3 | $4.7M | Sell |
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|
2024
Q2 | $4.47M | Hold |
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|
2024
Q1 | $4.69M | Sell |
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|
2023
Q4 | $4.65M | Buy |
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|
2023
Q3 | $4.04M | Sell |
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|
2023
Q2 | $4.12M | Sell |
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|
2023
Q1 | $4.16M | Buy |
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|
2022
Q4 | $4.08M | Buy |
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|
2022
Q3 | $3.62M | Buy |
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|
2022
Q2 | $3.73M | Sell |
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|
2022
Q1 | $4.61M | Buy |
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|
2021
Q4 | $4.65M | Buy |
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