Avondale Wealth Management Dimensional ETF Tr U S Target Transaction History

Avondale Wealth Management

$164 Million
Q2 2025

A detailed history of Avondale Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Avondale Wealth Management holds 135,956 shares of DFAT stock, worth $7.62 Million. This represents 4.46% of its overall portfolio holdings.

Number of Shares

135,956

Previous 161,729 15.94%

Holding current value

$7.62 Million

Previous $8.33 Million 11.9%

% of portfolio

4.46%

Previous 5.45%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$44.8 - $53.97 $1.15 Million - $1.39 Million	-25,773 Reduced 15.94%	135,956 $7.34 Million
Q1 2025 Apr 08, 2025	BUY	$50.44 - $58.1 $935,712 - $1.08 Million	18,551 Added 12.96%	161,729 $8.33 Million
Q4 2024 Jan 10, 2025	BUY	$54.54 - $61.04 $578,778 - $647,756	10,612 Added 8.01%	143,178 $7.97 Million
Q3 2024 Oct 10, 2024	BUY	$51.0 - $57.07 $108,936 - $121,901	2,136 Added 1.64%	132,566 $7.37 Million
Q2 2024 Jul 12, 2024	BUY	$50.18 - $54.47 $251,602 - $273,112	5,014 Added 4.0%	130,430 $6.77 Million
Q1 2024 Apr 02, 2024	BUY	$49.45 - $54.43 $5.48 Million - $6.03 Million	110,866 Added 761.97%	125,416 $6.83 Million
Q4 2023 Jan 10, 2024	BUY	$42.71 - $53.09 $536,010 - $666,279	12,550 Added 627.5%	14,550 $761,000
Q1 2023 Apr 05, 2023	BUY	$42.38 - $49.75 $84,760 - $99,500	2,000 New	2,000 $89,000

Others Institutions Holding DFAT

# of Institutions

778

Shares Held

170M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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Avondale Wealth Management Dimensional ETF Tr U S Target Transaction History