Juncture Wealth Strategies, LLC Dimensional ETF Tr U S Target Transaction History

Juncture Wealth Strategies, LLC

$254 Million
Q1 2025

A detailed history of Juncture Wealth Strategies, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 194,531 shares of DFAT stock, worth $10 Million. This represents 3.94% of its overall portfolio holdings.

Number of Shares

194,531

Previous 194,009 0.27%

Holding current value

$10 Million

Previous $10.8 Million 7.24%

% of portfolio

3.94%

Previous 4.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$50.44 - $58.1 $26,329 - $30,328	522 Added 0.27%	194,531 $10 Million
Q4 2024 Jan 21, 2025	BUY	$54.54 - $61.04 $535,528 - $599,351	9,819 Added 5.33%	194,009 $10.8 Million
Q3 2024 Oct 09, 2024	BUY	$51.0 - $57.07 $589,101 - $659,215	11,551 Added 6.69%	184,190 $10.2 Million
Q2 2024 Jul 11, 2024	BUY	$50.18 - $54.47 $736,542 - $799,510	14,678 Added 9.29%	172,639 $8.95 Million
Q1 2024 Apr 05, 2024	BUY	$49.45 - $54.43 $2.74 Million - $3.01 Million	55,343 Added 53.93%	157,961 $8.6 Million
Q4 2023 Jan 08, 2024	BUY	$42.71 - $53.09 $326,859 - $406,297	7,653 Added 8.06%	102,618 $5.37 Million
Q3 2023 Oct 10, 2023	SELL	$45.07 - $49.71 $7,075 - $7,804	-157 Reduced 0.17%	94,965 $4.34 Million
Q2 2023 Jul 11, 2023	SELL	$41.44 - $46.39 $159,171 - $178,183	-3,841 Reduced 3.88%	95,122 $4.41 Million
Q1 2023 May 05, 2023	BUY	$42.38 - $49.75 $191,472 - $224,770	4,518 Added 4.78%	98,963 $4.4 Million
Q4 2022 Jan 18, 2023	SELL	$40.24 - $46.91 $326,265 - $380,346	-8,108 Reduced 7.91%	94,445 $0
Q3 2022 Oct 11, 2022	BUY	$38.84 - $46.6 $135,551 - $162,634	3,490 Added 3.52%	102,553 $4 Million
Q2 2022 Jul 14, 2022	BUY	$39.72 - $47.15 $465,756 - $552,880	11,726 Added 13.43%	99,063 $3.98 Million
Q1 2022 Jul 14, 2022	BUY	$44.35 - $48.64 $348,058 - $381,726	7,848 Added 9.87%	87,337 $4.07 Million
Q4 2021 Jan 19, 2022	BUY	$44.48 - $49.36 $139,000 - $154,250	3,125 Added 4.09%	79,489 $3.78 Million
Q3 2021 Oct 15, 2021	BUY	$41.66 - $45.84 $381,355 - $419,619	9,154 Added 13.62%	76,364 $3.39 Million
Q2 2021 Aug 13, 2021	BUY	$43.52 - $46.03 $2.92 Million - $3.09 Million	67,210 New	67,210 $3.03 Million

Others Institutions Holding DFAT

# of Institutions

753

Shares Held

168M

Call Options Held

500

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 Juncture Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Juncture Wealth Strategies, LLC with notifications on news.

Account

Juncture Wealth Strategies, LLC Dimensional ETF Tr U S Target Transaction History