Total Wealth Planning’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 | $3.58M | Sell |
|
|||||
|
2025
Q2 | $3.35M | Sell |
|
|||||
|
2025
Q1 | $3.29M | Sell |
|
|||||
|
2024
Q4 | $3.65M | Sell |
|
|||||
|
2024
Q3 | $3.72M | Sell |
|
|||||
|
2024
Q2 | $3.8M | Sell |
|
|||||
|
2024
Q1 | $3.74M | Sell |
|
|||||
|
2023
Q4 | $3.66M | Sell |
|
|||||
|
2023
Q3 | $3.24M | Buy |
|
|||||
|
2023
Q2 | $1.74M | Sell |
|
|||||
|
2023
Q1 | $1.67M | Sell |
|
|||||
|
2022
Q4 | $1.67M | Sell |
|
|||||
|
2022
Q3 | $1.57M | Sell |
|
|||||
|
2022
Q2 | $1.72M | Sell |
|
|||||
|
2022
Q1 | $2.37M | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $2.01M | Buy |
|