Spire 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 | $9.29M | Sell |
172,106
-1,348
| -0.8% | -$72.7K | 0.33% | 61 |
|
|
2025
Q1 | $8.93M | Buy |
173,454
+4,290
| +3% | +$221K | 0.29% | 72 |
|
|
2024
Q4 | $9.42M | Buy |
169,164
+1,771
| +1% | +$98.6K | 0.29% | 75 |
|
|
2024
Q3 | $9.31M | Sell |
167,393
-12,018
| -7% | -$669K | 0.31% | 71 |
|
|
2024
Q2 | $9.31M | Sell |
179,411
-3,031
| -2% | -$157K | 0.33% | 61 |
|
|
2024
Q1 | $9.93M | Buy |
182,442
+4,422
| +2% | +$241K | 0.18% | 98 |
|
|
2023
Q4 | $8.99M | Buy |
178,020
+609
| +0.3% | +$30.8K | 0.3% | 70 |
|
|
2023
Q3 | $8.11M | Buy |
177,411
+3,179
| +2% | +$145K | 0.31% | 70 |
|
|
2023
Q2 | $8.08M | Sell |
174,232
-456
| -0.3% | -$21.2K | 0.3% | 73 |
|
|
2023
Q1 | $7.77M | Buy |
174,688
+39,887
| +30% | +$1.77M | 0.3% | 71 |
|
|
2022
Q4 | $5.93M | Buy |
134,801
+14,654
| +12% | +$644K | 0.33% | 69 |
|
|
2022
Q3 | $4.68M | Sell |
120,147
-42,010
| -26% | -$1.64M | 0.28% | 84 |
|
|
2022
Q2 | $6.52M | Buy |
+162,157
| New | +$6.52M | 0.27% | 97 |
|