Squire Investment Management Company’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 | $22.9M | Sell |
423,908
-24,896
| -6% | -$1.34M | 8.43% | 4 |
|
|
2025
Q1 | $23.1M | Buy |
448,804
+6,074
| +1% | +$313K | 9.63% | 2 |
|
|
2024
Q4 | $24.6M | Sell |
442,730
-1,356
| -0.3% | -$75.5K | 10.84% | 2 |
|
|
2024
Q3 | $24.7M | Buy |
444,086
+2,126
| +0.5% | +$118K | 11.75% | 2 |
|
|
2024
Q2 | $22.9M | Buy |
441,960
+1,444
| +0.3% | +$74.9K | 13% | 2 |
|
|
2024
Q1 | $24M | Buy |
440,516
+5,930
| +1% | +$323K | 15.11% | 2 |
|
|
2023
Q4 | $22.7M | Buy |
+434,586
| New | +$22.7M | 18.52% | 1 |
|