Westmount Partners’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 | $479K | Hold |
8,876
| – | – | 0.13% | 132 |
|
|
2025
Q1 | $457K | Hold |
8,876
| – | – | 0.14% | 136 |
|
|
2024
Q4 | $494K | Hold |
8,876
| – | – | 0.15% | 119 |
|
|
2024
Q3 | $494K | Hold |
8,876
| – | – | 0.15% | 117 |
|
|
2024
Q2 | $456K | Hold |
8,876
| – | – | 0.15% | 118 |
|
|
2024
Q1 | $483K | Hold |
8,876
| – | – | 0.17% | 116 |
|
|
2023
Q4 | $464K | Hold |
8,876
| – | – | 0.19% | 111 |
|
|
2023
Q3 | $406K | Hold |
8,876
| – | – | 0.18% | 127 |
|
|
2023
Q2 | $412K | Hold |
8,876
| – | – | 0.18% | 116 |
|
|
2023
Q1 | $395K | Hold |
8,876
| – | – | 0.18% | 116 |
|
|
2022
Q4 | $390K | Buy |
+8,876
| New | +$390K | 0.2% | 113 |
|