United Capital Financial Advisors’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 | $590K | Sell |
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|
2025
Q2 | $778K | Sell |
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|
2025
Q1 | $756K | Buy |
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|
2024
Q4 | $811K | Sell |
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|
2024
Q3 | $824K | Buy |
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|
2024
Q2 | $768K | Sell |
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|
2024
Q1 | $1.14M | Sell |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $3.93M | Sell |
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|
2023
Q2 | $4M | Sell |
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|
2023
Q1 | $3.94M | Buy |
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|
2022
Q4 | $3.88M | Sell |
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|
2022
Q3 | $3.55M | Buy |
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|
2022
Q2 | $3.66M | Buy |
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|
2022
Q1 | $4.17M | Buy |
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|
2021
Q4 | $4.08M | Sell |
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|
2021
Q3 | $4M | Buy |
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|
2021
Q2 | $4.04M | Buy |
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