Blue Sky Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History

Blue Sky Wealth Advisors, LLC

$642 Million
Q3 2024

A detailed history of Blue Sky Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 274,915 shares of DFAT stock, worth $15.1 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares

274,915

Previous 258,880 6.19%

Holding current value

$15.1 Million

Previous $13.4 Million 13.89%

% of portfolio

2.38%

Previous 2.26%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$51.0 - $57.07 $817,785 - $915,117	16,035 Added 6.19%	274,915 $15.3 Million
Q2 2024 Jul 17, 2024	SELL	$50.18 - $54.47 $176,583 - $191,679	-3,519 Reduced 1.34%	258,880 $13.4 Million
Q1 2024 Apr 12, 2024	BUY	$49.45 - $54.43 $270,145 - $297,351	5,463 Added 2.13%	262,399 $14.3 Million
Q4 2023 Feb 12, 2024	SELL	$42.71 - $53.09 $219,657 - $273,041	-5,143 Reduced 1.96%	256,936 $13.4 Million
Q3 2023 Oct 17, 2023	BUY	$45.07 - $49.71 $401,438 - $442,766	8,907 Added 3.52%	262,079 $12 Million
Q2 2023 Jul 27, 2023	SELL	$41.44 - $46.39 $50,142 - $56,131	-1,210 Reduced 0.48%	253,172 $11.7 Million
Q1 2023 May 09, 2023	BUY	$42.38 - $49.75 $420,706 - $493,868	9,927 Added 4.06%	254,382 $11.3 Million
Q4 2022 Feb 01, 2023	SELL	$40.24 - $46.91 $208,885 - $243,509	-5,191 Reduced 2.08%	244,455 $10.7 Million
Q3 2022 Nov 03, 2022	SELL	$38.84 - $46.6 $257,897 - $309,424	-6,640 Reduced 2.59%	249,646 $9.73 Million
Q2 2022 Aug 02, 2022	BUY	$39.72 - $47.15 $807,110 - $958,088	20,320 Added 8.61%	256,286 $10.3 Million
Q1 2022 Apr 26, 2022	BUY	$44.35 - $48.64 $387,131 - $424,578	8,729 Added 3.84%	235,966 $11 Million
Q4 2021 Jan 25, 2022	SELL	$44.48 - $49.36 $60.6 Million - $67.3 Million	-1,363,422 Reduced 85.71%	227,237 $10.8 Million
Q4 2021 Jan 13, 2022	BUY	$44.48 - $49.36 $70.8 Million - $78.5 Million	1,590,659 New	1,590,659 $75.6 Million

Others Institutions Holding DFAT

# of Institutions

668

Shares Held

156M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Sky Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Sky Wealth Advisors, LLC with notifications on news.

Account

Blue Sky Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History