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 $878,483. This represents 0.65% of its overall portfolio holdings.

Number of Shares
16,116
Previous 18,119 11.05%
Holding current value
$878,483
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
776
Shares Held
171M
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
Track This Portfolio

Track David Wealth Management LLC Portfolio

Follow David Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on David Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email