David Wealth Management LLC Dimensional ETF Tr U S Target Transaction History

David Wealth Management LLC

  • $134 Billion
  • Q2 2025

A detailed history of David Wealth Management LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, David Wealth Management LLC holds 16,116 shares of DFAT stock, worth $881,867. This represents 0.65% of its overall portfolio holdings.

Number of Shares
16,116
Previous 18,119 11.05%
Holding current value
$881,867
Previous $933 Million 6.79%
% of portfolio
0.65%
Previous 0.78%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$44.8 - $53.97 $89,734 - $108,101
-2,003 Reduced 11.05%
16,116 $870 Million
Q4 2024

Jan 29, 2025
BUY
$54.54 - $61.04 $988,210 - $1.11 Million
18,119 New
18,119 $1.01 Billion

Others Institutions Holding DFAT

# of Institutions
774
Shares Held
170M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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