Stratos Wealth Partners’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
$6.47M Buy
2025
Q2
$5.84M Buy
2025
Q1
$5.54M Sell
2024
Q4
$6.16M Sell
2024
Q3
$6.29M Sell
2024
Q2
$6.14M Buy
2024
Q1
$6.43M Sell
2023
Q4
$6.24M Sell
2023
Q3
$5.46M Sell
2023
Q2
$5.68M Buy
2023
Q1
$5.09M Sell
2022
Q4
$5.25M Buy
2022
Q3
$4.31M Buy
2022
Q2
$205K Buy
2022
Q1
$237K Buy