WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.36K | Hold |
114
| – | – | ﹤0.01% | 656 |
|
|
2024
Q3 | $6.34K | Buy |
114
+1
| +0.9% | +$56 | ﹤0.01% | 700 |
|
|
2024
Q2 | $5.89K | Hold |
113
| – | – | ﹤0.01% | 692 |
|
|
2024
Q1 | $6.15K | Buy |
+113
| New | +$6.15K | ﹤0.01% | 682 |
|
|
2023
Q4 | – | Sell |
-112
| Closed | -$5.13K | – | 340 |
|
|
2023
Q3 | $5.13K | Hold |
112
| – | – | ﹤0.01% | 674 |
|
|
2023
Q2 | $5.19K | Buy |
112
+1
| +0.9% | +$46 | ﹤0.01% | 675 |
|
|
2023
Q1 | $4.96K | Hold |
111
| – | – | ﹤0.01% | 680 |
|
|
2022
Q4 | $4.88K | Hold |
111
| – | – | ﹤0.01% | 327 |
|
|
2022
Q3 | $4.31K | Buy |
111
+1
| +0.9% | +$39 | ﹤0.01% | 323 |
|
|
2022
Q2 | $4.43K | Sell |
110
-1,549
| -93% | -$62.4K | ﹤0.01% | 350 |
|
|
2022
Q1 | $77.3K | Buy |
+1,659
| New | +$77.3K | 0.05% | 146 |
|