Wealthcare Advisory Partners’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 | $948K | Sell |
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|
2025
Q2 | $909K | Buy |
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|
2025
Q1 | $768K | Buy |
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|
2024
Q4 | $824K | Sell |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.24M | Sell |
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|
2024
Q1 | $1.34M | Buy |
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|
2023
Q4 | $1.26M | Sell |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.85M | Buy |
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|
2023
Q1 | $1.45M | Buy |
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|
2022
Q4 | $603K | Sell |
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|
2022
Q3 | $565K | Buy |
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|
2022
Q2 | $484K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $347K | Sell |
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|
2021
Q3 | $480K | Buy |
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|
2021
Q2 | $355K | Buy |
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