Whittier Trust’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 | $78.2K | Buy |
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|
2025
Q2 | $71.6K | Hold |
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|
2025
Q1 | $68.4K | Hold |
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|
2024
Q4 | $73.9K | Sell |
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|
2024
Q3 | $704K | Buy |
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|
2024
Q2 | $656K | Buy |
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|
2024
Q1 | $688K | Buy |
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|
2023
Q4 | $661K | Buy |
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|
2023
Q3 | $577K | Buy |
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|
2023
Q2 | $585K | Buy |
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|
2023
Q1 | $473K | Buy |
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|
2022
Q4 | $467K | Buy |
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|
2022
Q3 | $413K | Buy |
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|
2022
Q2 | $427K | Buy |
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|
2022
Q1 | $494K | Buy |
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|
2021
Q4 | $504K | Buy |
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|
2021
Q3 | $470K | Buy |
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|
2021
Q2 | $474K | Buy |
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