White Wing Wealth Management’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 | $3.87M | Buy |
71,655
+1,100
| +2% | +$59.4K | 2.62% | 9 |
|
|
2025
Q1 | $3.34M | Buy |
70,555
+5,017
| +8% | +$238K | 2.6% | 9 |
|
|
2024
Q4 | $3.65M | Buy |
65,538
+1,312
| +2% | +$73K | 2.71% | 9 |
|
|
2024
Q3 | $3.57M | Sell |
64,226
-1,768
| -3% | -$98.4K | 2.75% | 9 |
|
|
2024
Q2 | $3.42M | Buy |
65,994
+18,142
| +38% | +$941K | 2.74% | 9 |
|
|
2024
Q1 | $2.58M | Buy |
+47,852
| New | +$2.58M | 2.14% | 10 |
|