Dynamic Advisor Solutions LLC Dimensional ETF Tr U S Target Transaction History

Dynamic Advisor Solutions LLC

$2.97 Billion
Q1 2025

A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 15,772 shares of DFAT stock, worth $828,976. This represents 0.03% of its overall portfolio holdings.

Number of Shares

15,772

Previous 15,096 4.48%

Holding current value

$828,976

Previous $840,000 3.33%

% of portfolio

0.03%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$50.44 - $58.1 $34,097 - $39,275	676 Added 4.48%	15,772 $812,000
Q4 2024 Jan 21, 2025	SELL	$54.54 - $61.04 $11,180 - $12,513	-205 Reduced 1.34%	15,096 $840,000
Q3 2024 Oct 07, 2024	BUY	$51.0 - $57.07 $90,372 - $101,128	1,772 Added 13.1%	15,301 $851,000
Q2 2024 Jul 15, 2024	BUY	$50.18 - $54.47 $54,746 - $59,426	1,091 Added 8.77%	13,529 $701,000
Q1 2024 Apr 12, 2024	BUY	$49.45 - $54.43 $15,972 - $17,580	323 Added 2.67%	12,438 $677,000
Q4 2023 Jan 10, 2024	SELL	$42.71 - $53.09 $8,712 - $10,830	-204 Reduced 1.66%	12,115 $633,000
Q3 2023 Oct 10, 2023	BUY	$45.07 - $49.71 $37,363 - $41,209	829 Added 7.21%	12,319 $562,000
Q2 2023 Aug 03, 2023	BUY	$41.44 - $46.39 $5,552 - $6,216	134 Added 1.18%	11,490 $533,000
Q1 2023 Apr 10, 2023	BUY	$42.38 - $49.75 $57,170 - $67,112	1,349 Added 13.48%	11,356 $505,000
Q4 2022 Jan 12, 2023	BUY	$40.24 - $46.91 $4,305 - $5,019	107 Added 1.08%	10,007 $0
Q3 2022 Oct 20, 2022	BUY	$38.84 - $46.6 $42,568 - $51,073	1,096 Added 12.45%	9,900 $386,000
Q2 2022 Jul 27, 2022	BUY	$39.72 - $47.15 $349,694 - $415,108	8,804 New	8,804 $354,000
Q1 2022 Apr 11, 2022	SELL	$44.35 - $48.64 $200,550 - $219,950	-4,522 Closed	0 $0
Q4 2021 Jan 26, 2022	BUY	$44.48 - $49.36 $201,138 - $223,205	4,522 New	4,522 $215,000
Q3 2021 Oct 28, 2021	SELL	$41.66 - $45.84 $292,661 - $322,026	-7,025 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$43.52 - $46.03 $305,728 - $323,360	7,025 New	7,025 $315,000

Others Institutions Holding DFAT

# of Institutions

770

Shares Held

168M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.

Account

Dynamic Advisor Solutions LLC Dimensional ETF Tr U S Target Transaction History