WealthShield Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.4K | Hold |
712
| – | – | ﹤0.01% | 434 |
|
|
2025
Q1 | $36.7K | Hold |
712
| – | – | ﹤0.01% | 423 |
|
|
2024
Q4 | $39.6K | Hold |
712
| – | – | 0.01% | 389 |
|
|
2024
Q3 | $39.6K | Hold |
712
| – | – | 0.01% | 394 |
|
|
2024
Q2 | $36.9K | Buy |
712
+408
| +134% | +$21.2K | 0.01% | 368 |
|
|
2024
Q1 | $16.5K | Hold |
304
| – | – | ﹤0.01% | 409 |
|
|
2023
Q4 | $15.9K | Buy |
+304
| New | +$15.9K | ﹤0.01% | 418 |
|