Warwick Investment Management’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 | $868K | Buy |
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|
2025
Q1 | $824K | Buy |
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|
2024
Q4 | $889K | Buy |
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|
2024
Q3 | $885K | Buy |
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|
2024
Q2 | $822K | Buy |
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|
2024
Q1 | $859K | Buy |
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|
2023
Q4 | $824K | Buy |
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|
2023
Q3 | $717K | Buy |
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|
2023
Q2 | $725K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $682K | Buy |
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|
2022
Q3 | $602K | Buy |
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|
2022
Q2 | $619K | Buy |
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|
2022
Q1 | $714K | Buy |
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|
2021
Q4 | $727K | Buy |
|