WestHill Financial Advisors’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
Q1 | – | Sell |
-3,607
| Closed | -$201K | – | 75 |
|
|
2024
Q4 | $201K | Buy |
+3,607
| New | +$201K | 0.05% | 75 |
|
|
2023
Q4 | – | Sell |
-3,513
| Closed | -$161K | – | 77 |
|
|
2023
Q3 | $161K | Hold |
3,513
| – | – | 0.05% | 69 |
|
|
2023
Q2 | $163K | Hold |
3,513
| – | – | 0.05% | 67 |
|
|
2023
Q1 | $156K | Sell |
3,513
-250
| -7% | -$11.1K | 0.05% | 67 |
|
|
2022
Q4 | $165K | Buy |
3,763
+250
| +7% | +$11K | 0.05% | 65 |
|
|
2022
Q3 | $137K | Hold |
3,513
| – | – | 0.05% | 63 |
|
|
2022
Q2 | $141K | Hold |
3,513
| – | – | 0.05% | 67 |
|
|
2022
Q1 | $164K | Hold |
3,513
| – | – | 0.05% | 73 |
|
|
2021
Q4 | $167K | Hold |
3,513
| – | – | 0.05% | 78 |
|
|
2021
Q3 | $156K | Buy |
+3,513
| New | +$156K | 0.05% | 65 |
|