SIC
SJS Investment Consulting’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 | $265K | Sell |
4,907
-350
| -7% | -$18.9K | 0.04% | 83 |
|
|
2025
Q1 | $271K | Buy |
5,257
+140
| +3% | +$7.21K | 0.05% | 81 |
|
|
2024
Q4 | $285K | Hold |
5,117
| – | – | 0.05% | 72 |
|
|
2024
Q3 | $285K | Hold |
5,117
| – | – | 0.05% | 75 |
|
|
2024
Q2 | $265K | Hold |
5,117
| – | – | 0.05% | 72 |
|
|
2024
Q1 | $279K | Buy |
5,117
+350
| +7% | +$19.1K | 0.06% | 72 |
|
|
2023
Q4 | $249K | Hold |
4,767
| – | – | 0.06% | 71 |
|
|
2023
Q3 | $218K | Sell |
4,767
-50
| -1% | -$2.29K | 0.05% | 72 |
|
|
2023
Q2 | $223K | Hold |
4,817
| – | – | 0.06% | 71 |
|
|
2023
Q1 | $214K | Sell |
4,817
-874
| -15% | -$38.9K | 0.06% | 71 |
|
|
2022
Q4 | $250K | Hold |
5,691
| – | – | 0.07% | 65 |
|
|
2022
Q3 | $222K | Buy |
+5,691
| New | +$222K | 0.08% | 66 |
|
|
2022
Q1 | $265K | Hold |
5,691
| – | – | 0.08% | 76 |
|
|
2021
Q4 | $270K | Buy |
+5,691
| New | +$270K | 0.08% | 74 |
|