SW
Simplicity Wealth’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 | $6.38M | Buy |
118,316
+47,987
| +68% | +$2.59M | 0.27% | 83 |
|
|
2025
Q1 | $3.62M | Buy |
+70,329
| New | +$3.62M | 0.28% | 82 |
|
|
2024
Q4 | – | Sell |
-84,476
| Closed | -$4.7M | – | 379 |
|
|
2024
Q3 | $4.7M | Sell |
84,476
-251,977
| -75% | -$14M | 0.44% | 51 |
|
|
2024
Q2 | $17.5M | Buy |
+336,453
| New | +$17.5M | 0.39% | 44 |
|