Wealth Enhancement Advisory Services’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122M | Buy |
2,171,151
+5,739
| +0.3% | +$323K | 0.2% | 93 |
|
|
2025
Q1 | $111M | Sell |
2,165,412
-106,430
| -5% | -$5.48M | 0.21% | 90 |
|
|
2024
Q4 | $126M | Sell |
2,271,842
-77,109
| -3% | -$4.29M | 0.24% | 78 |
|
|
2024
Q3 | $131M | Sell |
2,348,951
-4,326
| -0.2% | -$241K | 0.28% | 68 |
|
|
2024
Q2 | $122M | Buy |
2,353,277
+57,397
| +3% | +$2.98M | 0.29% | 69 |
|
|
2024
Q1 | $125M | Buy |
2,295,880
+66,111
| +3% | +$3.6M | 0.32% | 63 |
|
|
2023
Q4 | $117M | Sell |
2,229,769
-84,202
| -4% | -$4.41M | 0.34% | 62 |
|
|
2023
Q3 | $106M | Buy |
2,313,971
+2,303,657
| +22,335% | +$105M | 0.35% | 58 |
|
|
2023
Q2 | $478K | Sell |
10,314
-2,175
| -17% | -$101K | 0.01% | 361 |
|
|
2023
Q1 | $556K | Buy |
+12,489
| New | +$556K | 0.01% | 377 |
|