Chicago Partners Investment Group LLC Dimensional ETF Tr U S Target Transaction History

Chicago Partners Investment Group LLC

$2.81 Billion
Q4 2024

A detailed history of Chicago Partners Investment Group LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 14,517 shares of DFAT stock, worth $833,130. This represents 0.03% of its overall portfolio holdings.

Number of Shares

14,517

Previous 17,229 15.74%

Holding current value

$833,130

Previous $958,000 15.66%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$54.54 - $61.04 $147,912 - $165,540	-2,712 Reduced 15.74%	14,517 $808,000
Q3 2024 Oct 28, 2024	SELL	$51.0 - $57.07 $279,888 - $313,200	-5,488 Reduced 24.16%	17,229 $958,000
Q2 2024 Jul 31, 2024	SELL	$50.18 - $54.47 $102,066 - $110,791	-2,034 Reduced 8.22%	22,717 $1.18 Million
Q1 2024 Apr 25, 2024	BUY	$49.45 - $54.43 $331,760 - $365,170	6,709 Added 37.19%	24,751 $1.35 Million
Q4 2023 Feb 23, 2024	BUY	$42.71 - $53.09 $52,960 - $65,831	1,240 Added 7.38%	18,042 $944,000
Q3 2023 Oct 26, 2023	BUY	$45.07 - $49.71 $1,892 - $2,087	42 Added 0.25%	16,802 $767,000
Q2 2023 Aug 07, 2023	SELL	$41.44 - $46.39 $92,204 - $103,217	-2,225 Reduced 11.72%	16,760 $777,000
Q1 2023 Apr 26, 2023	BUY	$42.38 - $49.75 $121,757 - $142,931	2,873 Added 17.83%	18,985 $844,000
Q4 2022 Feb 09, 2023	BUY	$40.24 - $46.91 $184,902 - $215,551	4,595 Added 39.9%	16,112 $708,000
Q3 2022 Nov 09, 2022	BUY	$38.84 - $46.6 $142,581 - $171,068	3,671 Added 46.79%	11,517 $512,000
Q2 2022 Aug 04, 2022	BUY	$39.72 - $47.15 $67,484 - $80,107	1,699 Added 27.64%	7,846 $346,000
Q1 2022 May 20, 2022	BUY	$44.35 - $48.64 $272,619 - $298,990	6,147 New	6,147 $265,000

Others Institutions Holding DFAT

# of Institutions

689

Shares Held

160M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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Chicago Partners Investment Group LLC Dimensional ETF Tr U S Target Transaction History