Valmark Advisers’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
$300K Sell
2025
Q1
$475K Buy
2024
Q4
$382K Buy
2024
Q3
$371K Buy
2024
Q2
$243K Buy
2024
Q1
$202K Buy
2022
Q2
Sell
2022
Q1
$1.02M Hold
2021
Q4
$1.04M Hold
2021
Q3
$974K Hold
2021
Q2
$982K Buy