Watershed Private Wealth’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 | $7.15M | Buy |
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|
2025
Q2 | $6.52M | Buy |
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|
2025
Q1 | $5.77M | Buy |
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|
2024
Q4 | $5.83M | Sell |
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|
2024
Q3 | $5.85M | Buy |
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|
2024
Q2 | $5.3M | Buy |
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|
2024
Q1 | $5.39M | Sell |
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|
2023
Q4 | $5.71M | Sell |
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|
2023
Q3 | $5.13M | Buy |
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|
2023
Q2 | $5.1M | Buy |
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|
2023
Q1 | $3.67M | Buy |
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|
2022
Q4 | $3.32M | Buy |
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