WestHill 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 | $204K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $201K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $161K | Hold |
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|
2023
Q2 | $163K | Hold |
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|
2023
Q1 | $156K | Sell |
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|
2022
Q4 | $165K | Buy |
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|
2022
Q3 | $137K | Hold |
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|
2022
Q2 | $141K | Hold |
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|
2022
Q1 | $164K | Hold |
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|
2021
Q4 | $167K | Hold |
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|
2021
Q3 | $156K | Buy |
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