Wealthstream Advisors’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
Q2 | $3.88M | Sell |
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|
2025
Q1 | $3.71M | Sell |
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|
2024
Q4 | $4.07M | Sell |
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|
2024
Q3 | $4.37M | Sell |
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|
2024
Q2 | $4.18M | Sell |
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|
2024
Q1 | $4.45M | Sell |
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|
2023
Q4 | $4.31M | Sell |
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|
2023
Q3 | $4.08M | Hold |
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|
2023
Q2 | $4.14M | Hold |
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|
2023
Q1 | $3.97M | Sell |
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|
2022
Q4 | $3.96M | Buy |
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|
2022
Q3 | $3.48M | Sell |
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|
2022
Q2 | $3.6M | Sell |
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|
2022
Q1 | $4.19M | Sell |
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|
2021
Q4 | $4.29M | Buy |
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