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Studio Investment Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Studio Investment Management’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.44M Buy
87,135
+2,691
+3% +$171K 0.98% 27
2025
Q4 		$5.03M Buy
84,444
+6,718
+9% +$392K 0.92% 29
2025
Q3 		$4.52M Buy
77,726
+2,538
+3% +$145K 0.85% 31
2025
Q2 		$4.06M Buy
75,188
+5,932
+9% +$302K 0.81% 32
2025
Q1 		$3.57M Buy
69,256
+40,778
+143% +$2.24M 0.74% 35
2024
Q4 		$1.59M Buy
28,478
+6,561
+30% +$375K 0.34% 61
2024
Q3 		$1.22M Buy
21,917
+1,798
+9% +$97.2K 0.26% 70
2024
Q2 		$1.04M Buy
20,119
+1,085
+6% +$56.9K 0.24% 74
2024
Q1 		$1.04M Buy
19,034
+3,619
+23% +$186K 0.25% 67
2023
Q4 		$807K Sell
15,415
-1,065
-6% -$49.8K 0.21% 76
2023
Q3 		$753K Buy
16,480
+5,887
+56% +$280K 0.21% 70
2023
Q2 		$491K Buy
10,593
+1,432
+16% +$62.8K 0.14% 83
2023
Q1 		$408K Buy
+9,161
New +$425K 0.12% 94

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