Dakota Wealth Management
Position in DFAT — Dimensional U.S. Targeted Value ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in DFAT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFAT | $885,416 | 14,178 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 DFAT | $921,381 | 15,475 | Shares | Sole | 2026-08-26 | |
| 2025-09-30 DFAT | $900,799 | 15,475 | Shares | Sole | 2026-08-26 | |
| 2024-09-30 DFAT | $1,018,640 | 18,311 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 DFAT | $949,791 | 18,311 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 DFAT | $996,667 | 18,311 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 DFAT | $958,214 | 18,311 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 DFAT | $836,629 | 18,311 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 DFAT | $849,447 | 18,311 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 DFAT | $814,839 | 18,311 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 DFAT | $804,768 | 18,311 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 DFAT | $719,620 | 18,466 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 DFAT | $756,980 | 18,821 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 DFAT | $876,682 | 18,821 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 DFAT | $848,041 | 17,846 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 DFAT | $652,591 | 14,698 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 DFAT | $658,514 | 14,698 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||