WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.36K | Hold |
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|
2024
Q3 | $6.34K | Buy |
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|
2024
Q2 | $5.89K | Hold |
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|
2024
Q1 | $6.15K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $5.13K | Hold |
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|
2023
Q2 | $5.19K | Buy |
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|
2023
Q1 | $4.96K | Hold |
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|
2022
Q4 | $4.88K | Hold |
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|
2022
Q3 | $4.31K | Buy |
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|
2022
Q2 | $4.43K | Sell |
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|
2022
Q1 | $77.3K | Buy |
|