TLFA
True Link Financial Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,154
| Closed | -$274K | – | 115 |
|
|
2023
Q1 | $274K | Sell |
6,154
-1,500
| -20% | -$66.8K | 0.03% | 108 |
|
|
2022
Q4 | $336K | Sell |
7,654
-1,500
| -16% | -$65.9K | 0.05% | 93 |
|
|
2022
Q3 | $357K | Hold |
9,154
| – | – | 0.05% | 97 |
|
|
2022
Q2 | $368K | Hold |
9,154
| – | – | 0.06% | 99 |
|
|
2022
Q1 | $426K | Buy |
+9,154
| New | +$426K | 0.06% | 87 |
|