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

Juncture Wealth Strategies, LLC

$267 Million
Q4 2024

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 194,009 shares of DFAT stock, worth $11.1 Million. This represents 4.04% of its overall portfolio holdings.

Number of Shares

194,009

Previous 184,190 5.33%

Holding current value

$11.1 Million

Previous $10.2 Million 5.39%

% of portfolio

4.04%

Previous 3.98%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

693

Shares Held

160M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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