Tobias Financial Advisors’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 | $1.4M | Sell |
26,024
-706
| -3% | -$38.1K | 0.24% | 57 |
|
|
2025
Q1 | $1.38M | Sell |
26,730
-220
| -0.8% | -$11.3K | 0.27% | 49 |
|
|
2024
Q4 | $1.5M | Sell |
26,950
-461
| -2% | -$25.7K | 0.3% | 48 |
|
|
2024
Q3 | $1.52M | Sell |
27,411
-63
| -0.2% | -$3.51K | 0.31% | 43 |
|
|
2024
Q2 | $1.43M | Sell |
27,474
-200
| -0.7% | -$10.4K | 0.31% | 45 |
|
|
2024
Q1 | $1.51M | Hold |
27,674
| – | – | 0.34% | 43 |
|
|
2023
Q4 | $1.45M | Hold |
27,674
| – | – | 0.35% | 43 |
|
|
2023
Q3 | $1.26M | Sell |
27,674
-1,318
| -5% | -$60.2K | 0.33% | 48 |
|
|
2023
Q2 | $1.34M | Buy |
28,992
+8,877
| +44% | +$412K | 0.36% | 44 |
|
|
2023
Q1 | $895K | Hold |
20,115
| – | – | 0.26% | 52 |
|
|
2022
Q4 | $884K | Sell |
20,115
-6,003
| -23% | -$264K | 0.29% | 51 |
|
|
2022
Q3 | $1.02M | Sell |
26,118
-28,526
| -52% | -$1.11M | 0.36% | 46 |
|
|
2022
Q2 | $2.2M | Buy |
+54,644
| New | +$2.2M | 0.74% | 34 |
|