Shira Ridge Wealth Management’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 | $3.06M | Sell |
56,771
-821
| -1% | -$44.3K | 1.4% | 21 |
|
|
2025
Q1 | $2.97M | Sell |
57,592
-3,494
| -6% | -$180K | 1.48% | 20 |
|
|
2024
Q4 | $3.4M | Sell |
61,086
-5,380
| -8% | -$299K | 1.66% | 19 |
|
|
2024
Q3 | $3.7M | Sell |
66,466
-12,218
| -16% | -$680K | 1.89% | 13 |
|
|
2024
Q2 | $4.08M | Buy |
78,684
+1,265
| +2% | +$65.6K | 2.27% | 11 |
|
|
2024
Q1 | $4.21M | Sell |
77,419
-1,561
| -2% | -$85K | 2.41% | 11 |
|
|
2023
Q4 | $4.13M | Buy |
78,980
+485
| +0.6% | +$25.4K | 2.48% | 10 |
|
|
2023
Q3 | $3.59M | Buy |
78,495
+1,670
| +2% | +$76.3K | 2.36% | 13 |
|
|
2023
Q2 | $3.56M | Sell |
76,825
-400
| -0.5% | -$18.6K | 2.23% | 14 |
|
|
2023
Q1 | $3.44M | Buy |
77,225
+3,225
| +4% | +$144K | 2.27% | 15 |
|
|
2022
Q4 | $3.25M | Buy |
+74,000
| New | +$3.25M | 2.24% | 17 |
|