True Wealth Design’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 | $2.48M | Sell |
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|
2025
Q1 | $2.72M | Sell |
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|
2024
Q4 | $3.22M | Sell |
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|
2024
Q3 | $3.6M | Sell |
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|
2024
Q2 | $3.39M | Sell |
|
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|
2024
Q1 | $4.06M | Sell |
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|
2023
Q4 | $3.97M | Sell |
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|
2023
Q3 | $4.16M | Sell |
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|
2023
Q2 | $4.36M | Sell |
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|
2023
Q1 | $4.22M | Sell |
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|
2022
Q4 | $4.24M | Buy |
|