Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Dimensional ETF Tr U S Target Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.31 Billion
  • Q1 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 856,066 shares of DFAT stock, worth $43.7 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
856,066
Previous 848,654 0.87%
Holding current value
$43.7 Million
Previous $44.4 Million 4.92%
% of portfolio
1.41%
Previous 1.48%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
BUY
$49.45 - $54.43 $366,523 - $403,435
7,412 Added 0.87%
856,066 $46.6 Million
Q4 2023

Feb 06, 2024
BUY
$42.71 - $53.09 $622,968 - $774,370
14,586 Added 1.75%
848,654 $44.4 Million
Q3 2023

Nov 02, 2023
BUY
$45.07 - $49.71 $288,402 - $318,094
6,399 Added 0.77%
834,068 $38.1 Million
Q2 2023

Aug 11, 2023
BUY
$41.44 - $46.39 $874,591 - $979,060
21,105 Added 2.62%
827,669 $38.4 Million
Q1 2023

May 09, 2023
BUY
$42.38 - $49.75 $2.26 Million - $2.65 Million
53,285 Added 7.07%
806,564 $35.9 Million
Q4 2022

Feb 07, 2023
SELL
$43.22 - $46.91 $827,965 - $898,654
-19,157 Reduced 2.48%
753,279 $33.1 Million
Q3 2022

Nov 02, 2022
BUY
$39.41 - $46.6 $2.32 Million - $2.74 Million
58,866 Added 8.25%
772,436 $30.1 Million
Q2 2022

Aug 02, 2022
BUY
$39.72 - $47.15 $2.74 Million - $3.25 Million
68,968 Added 10.7%
713,570 $28.7 Million
Q1 2022

May 13, 2022
BUY
$44.35 - $48.64 $1.01 Million - $1.1 Million
22,690 Added 3.65%
644,602 $30 Million
Q4 2021

Feb 14, 2022
BUY
$44.48 - $49.36 $821,412 - $911,531
18,467 Added 3.06%
621,912 $29.6 Million
Q3 2021

Nov 02, 2021
BUY
$41.66 - $45.84 $1.1 Million - $1.21 Million
26,291 Added 4.56%
603,445 $26.8 Million
Q2 2021

Aug 12, 2021
BUY
$43.52 - $46.03 $25.1 Million - $26.6 Million
577,154 New
577,154 $25.9 Million

Others Institutions Holding DFAT

# of Institutions
631
Shares Held
151M
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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management 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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email