Sterling 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 | $16.1M | Buy |
+299,201
| New | +$16.1M | 5.5% | 4 |
|
|
2024
Q4 | $15.6M | Buy |
279,506
+18,213
| +7% | +$1.01M | 5.75% | 3 |
|
|
2024
Q3 | $14.5M | Buy |
261,293
+75,983
| +41% | +$4.23M | 5.43% | 3 |
|
|
2024
Q2 | $9.61M | Buy |
185,310
+23,520
| +15% | +$1.22M | 4.56% | 5 |
|
|
2024
Q1 | $8.81M | Buy |
161,790
+14,208
| +10% | +$773K | 4.38% | 6 |
|
|
2023
Q4 | $7.72M | Buy |
+147,582
| New | +$7.72M | 4.34% | 7 |
|