Stone Summit Wealth’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 | $846K | Sell |
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|
2025
Q2 | $799K | Buy |
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|
2025
Q1 | $592K | Buy |
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|
2024
Q4 | $634K | Sell |
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|
2024
Q3 | $638K | Buy |
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|
2024
Q2 | $579K | Hold |
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|
2024
Q1 | $607K | Sell |
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|
2023
Q4 | $621K | Buy |
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|
2023
Q3 | $390K | Buy |
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|
2023
Q2 | $364K | Buy |
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|
2023
Q1 | $264K | Hold |
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|
2022
Q4 | $261K | Hold |
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|
2022
Q3 | $231K | Hold |
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|
2022
Q2 | $239K | Hold |
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|
2022
Q1 | $277K | Hold |
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|
2021
Q4 | $282K | Buy |
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