Forvis Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History

Forvis Wealth Advisors, LLC

$4.41 Billion
Q2 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 601,814 shares of DFAT stock, worth $34.7 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

601,814

Previous 685,274 12.18%

Holding current value

$34.7 Million

Previous $35.3 Million 7.97%

% of portfolio

0.74%

Previous 0.88%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$44.8 - $53.97 $3.74 Million - $4.5 Million	-83,460 Reduced 12.18%	601,814 $32.5 Million
Q1 2025 May 13, 2025	SELL	$50.44 - $58.1 $5.96 Million - $6.87 Million	-118,206 Reduced 14.71%	685,274 $35.3 Million
Q4 2024 Feb 03, 2025	SELL	$54.54 - $61.04 $2.77 Million - $3.1 Million	-50,733 Reduced 5.94%	803,480 $44.7 Million
Q3 2024 Nov 14, 2024	SELL	$51.0 - $57.07 $1.29 Million - $1.44 Million	-25,205 Reduced 2.87%	854,213 $47.5 Million
Q2 2024 Aug 09, 2024	SELL	$50.18 - $54.47 $505,011 - $548,186	-10,064 Reduced 1.13%	879,418 $45.6 Million
Q1 2024 Apr 19, 2024	SELL	$49.45 - $54.43 $891,237 - $980,991	-18,023 Reduced 1.99%	889,482 $48.4 Million
Q4 2023 Jan 11, 2024	SELL	$42.71 - $53.09 $1.79 Million - $2.23 Million	-42,022 Reduced 4.43%	907,505 $47.5 Million
Q3 2023 Oct 25, 2023	SELL	$45.07 - $49.71 $779,440 - $859,684	-17,294 Reduced 1.79%	949,527 $43.4 Million
Q2 2023 Aug 08, 2023	BUY	$41.44 - $46.39 $1.73 Million - $1.94 Million	41,823 Added 4.52%	966,821 $44.9 Million
Q1 2023 Apr 26, 2023	BUY	$42.38 - $49.75 $720,799 - $846,148	17,008 Added 1.87%	924,998 $41.2 Million
Q4 2022 Feb 02, 2023	BUY	$40.24 - $46.91 $2.06 Million - $2.4 Million	51,266 Added 5.98%	907,990 $39.9 Million
Q3 2022 Oct 13, 2022	BUY	$38.84 - $46.6 $1.33 Million - $1.59 Million	34,155 Added 4.15%	856,724 $33.4 Million
Q2 2022 Jul 22, 2022	BUY	$39.72 - $47.15 $32.7 Million - $38.8 Million	822,569 New	822,569 $33.1 Million

Others Institutions Holding DFAT

# of Institutions

801

Shares Held

172M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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Forvis Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History