Falcon Wealth Planning Dimensional ETF Tr U S Target Transaction History

Falcon Wealth Planning

  • $889 Million
  • Q2 2025

A detailed history of Falcon Wealth Planning transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Falcon Wealth Planning holds 14,516 shares of DFAT stock, worth $794,315. This represents 0.09% of its overall portfolio holdings.

Number of Shares
14,516
Previous 15,337 5.35%
Holding current value
$794,315
Previous $789,000 0.76%
% of portfolio
0.09%
Previous 0.1%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$44.8 - $53.97 $36,780 - $44,309
-821 Reduced 5.35%
14,516 $783,000
Q1 2025

Apr 24, 2025
BUY
$50.44 - $58.1 $100 - $116
2 Added 0.01%
15,337 $789,000
Q4 2024

Jan 22, 2025
BUY
$54.54 - $61.04 $109 - $122
2 Added 0.01%
15,335 $853,000
Q3 2024

Oct 30, 2024
SELL
$51.0 - $57.07 $51 - $57
-1 Reduced 0.01%
15,333 $852,000
Q2 2024

Jul 16, 2024
SELL
$50.18 - $54.47 $9,484 - $10,294
-189 Reduced 1.22%
15,334 $795,000
Q1 2024

Apr 15, 2024
BUY
$49.45 - $54.43 $49 - $54
1 Added 0.01%
15,523 $844,000
Q4 2023

Jan 10, 2024
BUY
$42.71 - $53.09 $128 - $159
3 Added 0.02%
15,522 $812,000
Q3 2023

Oct 05, 2023
BUY
$45.07 - $49.71 $90 - $99
2 Added 0.01%
15,519 $709,000
Q2 2023

Jul 13, 2023
BUY
$41.44 - $46.39 $124 - $139
3 Added 0.02%
15,517 $719,000
Q1 2023

May 15, 2023
BUY
$42.38 - $49.75 $84 - $99
2 Added 0.01%
15,514 $690,000
Q4 2022

Jan 20, 2023
BUY
$40.24 - $46.91 $120 - $140
3 Added 0.02%
15,512 $0
Q3 2022

Nov 10, 2022
BUY
$38.84 - $46.6 $23,226 - $27,866
598 Added 4.01%
15,509 $604,000
Q2 2021

Aug 10, 2021
BUY
$43.52 - $46.03 $648,926 - $686,353
14,911 New
14,911 $668,000

Others Institutions Holding DFAT

# of Institutions
774
Shares Held
170M
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
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