Wealthspire Advisors (New York)’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 | $214K | Hold |
3,959
| – | – | ﹤0.01% | 769 |
|
|
2025
Q1 | $204K | Hold |
3,959
| – | – | ﹤0.01% | 742 |
|
|
2024
Q4 | $220K | Hold |
3,959
| – | – | ﹤0.01% | 724 |
|
|
2024
Q3 | $220K | Buy |
+3,959
| New | +$220K | ﹤0.01% | 690 |
|
|
2024
Q1 | – | Sell |
-5,792
| Closed | -$303K | – | 649 |
|
|
2023
Q4 | $303K | Sell |
5,792
-1,193
| -17% | -$62.4K | ﹤0.01% | 522 |
|
|
2023
Q3 | $319K | Buy |
+6,985
| New | +$319K | 0.01% | 473 |
|