Soundmark Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $4.31M | Sell |
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|
2023
Q4 | $4.42M | Sell |
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|
2023
Q3 | $3.9M | Sell |
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|
2023
Q2 | $3.97M | Sell |
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|
2023
Q1 | $3.86M | Sell |
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|
2022
Q4 | $3.81M | Buy |
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|
2022
Q3 | $3.37M | Sell |
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|
2022
Q2 | $3.52M | Sell |
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|
2022
Q1 | $4.09M | Buy |
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|
2021
Q4 | $4.16M | Sell |
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|
2021
Q3 | $6.03M | Buy |
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|
2021
Q2 | $5.88M | Buy |
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