Silver Oak Advisory Group’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 | $862K | Buy |
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|
2025
Q1 | $417K | Hold |
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|
2024
Q4 | $451K | Sell |
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|
2024
Q3 | $466K | Sell |
|
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|
2024
Q2 | $448K | Hold |
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|
2024
Q1 | $471K | Sell |
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|
2023
Q4 | $473K | Buy |
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|
2023
Q3 | $410K | Hold |
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|
2023
Q2 | $416K | Hold |
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|
2023
Q1 | $399K | Hold |
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|
2022
Q4 | $394K | Hold |
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|
2022
Q3 | $350K | Hold |
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|
2022
Q2 | $361K | Buy |
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|
2022
Q1 | $417K | Hold |
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|
2021
Q4 | $425K | Buy |
|