Summit Financial Strategies’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
Q2 | $20.1M | Buy |
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|
2025
Q1 | $16.8M | Buy |
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|
2024
Q4 | $17.4M | Buy |
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|
2024
Q3 | $16M | Buy |
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|
2024
Q2 | $13.4M | Buy |
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|
2024
Q1 | $12.4M | Buy |
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|
2023
Q4 | $10.1M | Buy |
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|
2023
Q3 | $462K | Buy |
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|
2023
Q2 | $397K | Sell |
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|
2023
Q1 | $474K | Sell |
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|
2022
Q4 | $470K | Buy |
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|
2022
Q3 | $308K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $260K | Buy |
|