Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.53M | Sell |
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|
2025
Q2 | $1.44M | Sell |
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|
2025
Q1 | $1.86M | Buy |
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|
2024
Q4 | $1.59M | Buy |
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|
2024
Q3 | $1.43M | Buy |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.35M | Buy |
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|
2023
Q4 | $1.27M | Buy |
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|
2023
Q3 | $649K | Buy |
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|
2023
Q2 | $247K | Buy |
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|
2023
Q1 | $28.4K | Hold |
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|
2022
Q4 | $28.1K | Hold |
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|
2022
Q3 | $25K | Hold |
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|
2022
Q2 | $26K | Hold |
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|
2022
Q1 | $30K | Hold |
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|
2021
Q4 | $30K | Hold |
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|
2021
Q3 | $28K | Hold |
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|
2021
Q2 | $29K | Buy |
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