Tobias Financial Advisors’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 | $1.51M | Sell |
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|
2025
Q2 | $1.4M | Sell |
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|
2025
Q1 | $1.38M | Sell |
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|
2024
Q4 | $1.5M | Sell |
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|
2024
Q3 | $1.52M | Sell |
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|
2024
Q2 | $1.43M | Sell |
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|
2024
Q1 | $1.51M | Hold |
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|
2023
Q4 | $1.45M | Hold |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $895K | Hold |
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|
2022
Q4 | $884K | Sell |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $2.2M | Buy |
|