Tortoise Investment Management’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 | $83.6K | Sell |
|
|||||
|
2025
Q1 | $126K | Sell |
|
|||||
|
2024
Q4 | $182K | Sell |
|
|||||
|
2024
Q3 | $250K | Buy |
|
|||||
|
2024
Q2 | $189K | Buy |
|
|||||
|
2024
Q1 | $189K | Sell |
|
|||||
|
2023
Q4 | $286K | Sell |
|
|||||
|
2023
Q3 | $387K | Buy |
|
|||||
|
2023
Q2 | $335K | Hold |
|
|||||
|
2023
Q1 | $321K | Buy |
|
|||||
|
2022
Q4 | $264K | Buy |
|
|||||
|
2022
Q3 | $25K | Hold |
|
|||||
|
2022
Q2 | $26K | Hold |
|
|||||
|
2022
Q1 | $30K | Hold |
|
|||||
|
2021
Q4 | $30K | Hold |
|
|||||
|
2021
Q3 | $28K | Hold |
|
|||||
|
2021
Q2 | $29K | Buy |
|