Websterrogers Financial 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
Q3 | $1.39M | Sell |
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|
2025
Q2 | $1.33M | Sell |
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|
2025
Q1 | $1.28M | Sell |
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|
2024
Q4 | $1.53M | Sell |
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|
2024
Q3 | $1.58M | Sell |
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|
2024
Q2 | $1.56M | Sell |
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|
2024
Q1 | $1.66M | Sell |
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|
2023
Q4 | $1.62M | Sell |
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|
2023
Q3 | $1.43M | Sell |
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|
2023
Q2 | $1.47M | Sell |
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|
2023
Q1 | $1.6M | Sell |
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|
2022
Q4 | $1.6M | Sell |
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|
2022
Q3 | $1.45M | Sell |
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|
2022
Q2 | $1.55M | Sell |
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|
2022
Q1 | $1.85M | Buy |
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|
2021
Q4 | $1.45M | Sell |
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|
2021
Q3 | $1.79M | Buy |
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|
2021
Q2 | $1.68M | Buy |
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