Strategic Financial Concepts’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 | $204K | Buy |
+3,775
| New | +$204K | 0.03% | 263 |
|
|
2025
Q1 | – | Sell |
-4,037
| Closed | -$225K | – | 341 |
|
|
2024
Q4 | $225K | Hold |
4,037
| – | – | 0.04% | 299 |
|
|
2024
Q3 | $225K | Sell |
4,037
-225,063
| -98% | -$12.5M | 0.07% | 218 |
|
|
2024
Q2 | $4.04K | Buy |
229,100
+225,063
| +5,575% | +$3.97K | ﹤0.01% | 498 |
|
|
2024
Q1 | $220K | Buy |
+4,037
| New | +$220K | 0.05% | 276 |
|