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

Blue Sky Wealth Advisors, LLC

$128 Million
Q1 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 262,399 shares of DFAT stock, worth $13.4 Million. This represents 11.18% of its overall portfolio holdings.

Number of Shares

262,399

Previous 256,936 2.13%

Holding current value

$13.4 Million

Previous $13.4 Million 6.23%

% of portfolio

11.18%

Previous 2.5%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$43.22 - $46.91 $224,355 - $243,509	-5,191 Reduced 2.08%	244,455 $10.7 Million
Q3 2022 Nov 03, 2022	SELL	$39.41 - $46.6 $261,682 - $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

631

Shares Held

151M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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