Delap Wealth Advisory, LLC Dimensional ETF Tr U S Target Transaction History

Delap Wealth Advisory, LLC

$158 Billion
Q3 2024

A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 46,588 shares of DFAT stock, worth $2.58 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares

46,588

Previous 93,816 50.34%

Holding current value

$2.58 Million

Previous $4.87 Billion 46.74%

% of portfolio

1.64%

Previous 2.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$51.0 - $57.07 $2.41 Million - $2.7 Million	-47,228 Reduced 50.34%	46,588 $2.59 Billion
Q2 2024 Aug 13, 2024	BUY	$50.18 - $54.47 $2.25 Million - $2.44 Million	44,862 Added 91.64%	93,816 $4.87 Billion
Q1 2024 May 14, 2024	SELL	$49.45 - $54.43 $1,285 - $1,415	-26 Reduced 0.05%	48,954 $2.66 Billion
Q4 2023 Feb 14, 2024	SELL	$42.71 - $53.09 $25,198 - $31,323	-590 Reduced 1.19%	48,980 $2.56 Billion
Q3 2023 Nov 13, 2023	SELL	$45.07 - $49.71 $33,487 - $36,934	-743 Reduced 1.48%	49,570 $2.26 Billion
Q2 2023 Aug 08, 2023	SELL	$41.44 - $46.39 $154,364 - $172,802	-3,725 Reduced 6.89%	50,313 $2.33 Billion
Q1 2023 May 15, 2023	SELL	$42.38 - $49.75 $107,221 - $125,867	-2,530 Reduced 4.47%	54,038 $2.4 Billion
Q4 2022 Feb 13, 2023	BUY	$40.24 - $46.91 $2.28 Million - $2.65 Million	56,568 New	56,568 $2.49 Billion

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

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Delap Wealth Advisory, LLC Dimensional ETF Tr U S Target Transaction History