Diversified Portfolios, Inc. Dimensional ETF Tr U S Target Transaction History

Diversified Portfolios, Inc.

$699 Million
Q1 2024

A detailed history of Diversified Portfolios, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 76,182 shares of DFAT stock, worth $3.95 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

76,182

Previous 78,641 3.13%

Holding current value

$3.95 Million

Previous $4.12 Million 0.75%

% of portfolio

0.59%

Previous 0.65%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$49.45 - $54.43 $121,597 - $133,843	-2,459 Reduced 3.13%	76,182 $4.15 Million
Q4 2023 Jan 30, 2024	SELL	$42.71 - $53.09 $29,000 - $36,048	-679 Reduced 0.86%	78,641 $4.12 Million
Q3 2023 Nov 02, 2023	SELL	$45.07 - $49.71 $3,560 - $3,927	-79 Reduced 0.1%	79,320 $3.62 Million
Q2 2023 Aug 09, 2023	SELL	$41.44 - $46.39 $73,390 - $82,156	-1,771 Reduced 2.18%	79,399 $3.68 Million
Q1 2023 May 02, 2023	SELL	$42.38 - $49.75 $42,507 - $49,899	-1,003 Reduced 1.22%	81,170 $3.61 Million

Q4 2022 Jan 24, 2023	SELL	$43.22 - $46.91 $138,304 - $150,112	-3,200 Reduced 3.75%	82,173 $0
Q3 2022 Nov 07, 2022	SELL	$39.41 - $46.6 $97,579 - $115,381	-2,476 Reduced 2.82%	85,373 $3.33 Million
Q2 2022 Aug 09, 2022	BUY	$39.72 - $47.15 $24,427 - $28,997	615 Added 0.71%	87,849 $3.53 Million
Q1 2022 May 12, 2022	SELL	$44.35 - $48.64 $312,090 - $342,279	-7,037 Reduced 7.46%	87,234 $4.06 Million
Q4 2021 Jan 31, 2022	SELL	$44.48 - $49.36 $36,251 - $40,228	-815 Reduced 0.86%	94,271 $4.48 Million
Q3 2021 Nov 15, 2021	BUY	$41.66 - $45.84 $78,195 - $86,041	1,877 Added 2.01%	95,086 $4.22 Million
Q2 2021 Aug 03, 2021	BUY	$43.52 - $46.03 $4.06 Million - $4.29 Million	93,209 New	93,209 $4.18 Million

Others Institutions Holding DFAT

# of Institutions

629

Shares Held

151M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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Diversified Portfolios, Inc. Dimensional ETF Tr U S Target Transaction History