Lbmc Investment Advisors, LLC Dimensional ETF Tr U S Target Transaction History

Lbmc Investment Advisors, LLC

$1.26 Billion
Q1 2025

A detailed history of Lbmc Investment Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 8,528 shares of DFAT stock, worth $404,056. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,528

Previous 8,513 0.18%

Holding current value

$404,056

Previous $473,000 7.19%

% of portfolio

0.03%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$50.44 - $58.1 $756 - $871	15 Added 0.18%	8,528 $439,000
Q4 2024 Jan 16, 2025	BUY	$54.54 - $61.04 $1,036 - $1,159	19 Added 0.22%	8,513 $473,000
Q3 2024 Oct 08, 2024	BUY	$51.0 - $57.07 $867 - $970	17 Added 0.2%	8,494 $472,000
Q2 2024 Jul 11, 2024	BUY	$50.18 - $54.47 $1,003 - $1,089	20 Added 0.24%	8,477 $439,000
Q1 2024 Apr 12, 2024	BUY	$49.45 - $54.43 $445 - $489	9 Added 0.11%	8,457 $460,000
Q4 2023 Jan 16, 2024	BUY	$42.71 - $53.09 $811 - $1,008	19 Added 0.23%	8,448 $442,000
Q3 2023 Oct 05, 2023	BUY	$45.07 - $49.71 $811 - $894	18 Added 0.21%	8,429 $385,000
Q2 2023 Jul 17, 2023	BUY	$41.44 - $46.39 $870 - $974	21 Added 0.25%	8,411 $390,000
Q1 2023 Apr 10, 2023	BUY	$42.38 - $49.75 $593 - $696	14 Added 0.17%	8,390 $373,000
Q4 2022 Jan 10, 2023	BUY	$40.24 - $46.91 $724 - $844	18 Added 0.22%	8,376 $0
Q3 2022 Oct 07, 2022	BUY	$38.84 - $46.6 $699 - $838	18 Added 0.22%	8,358 $326,000
Q2 2022 Jul 07, 2022	BUY	$39.72 - $47.15 $145,454 - $172,663	3,662 Added 78.28%	8,340 $335,000
Q1 2022 Apr 11, 2022	BUY	$44.35 - $48.64 $354 - $389	8 Added 0.17%	4,678 $218,000
Q4 2021 Mar 17, 2022	SELL	$44.48 - $49.36 $319,633 - $354,700	-7,186 Reduced 60.61%	4,670 $222,000
Q3 2021 Nov 15, 2021	BUY	$41.66 - $45.84 $301,160 - $331,377	7,229 Added 156.24%	11,856 $206,000
Q2 2021 Aug 02, 2021	BUY	$43.52 - $46.03 $201,367 - $212,980	4,627 New	4,627 $207,000

Others Institutions Holding DFAT

# of Institutions

751

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 Lbmc Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lbmc Investment Advisors, LLC with notifications on news.

Account

Lbmc Investment Advisors, LLC Dimensional ETF Tr U S Target Transaction History