WMG 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 | $379K | Sell |
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|
2025
Q2 | $361K | Sell |
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|
2025
Q1 | $417K | Sell |
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|
2024
Q4 | $465K | Sell |
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|
2024
Q3 | $522K | Sell |
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|
2024
Q2 | $533K | Sell |
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|
2024
Q1 | $760K | Sell |
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|
2023
Q4 | $772K | Buy |
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|
2023
Q3 | $673K | Sell |
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|
2023
Q2 | $953K | Buy |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.6M | Buy |
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|
2022
Q3 | $1.37M | Buy |
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|
2022
Q2 | $1.28M | Buy |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $910K | Buy |
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