Liberty Wealth Management LLC Dimensional ETF Tr U S Target Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Liberty Wealth Management LLC holds 141,381 shares of DFAT stock, worth $8.22 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

141,381

Previous 376,171 62.42%

Holding current value

$8.22 Million

Previous $7.25 Million 8.47%

% of portfolio

1.38%

Previous 1.33%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$51.0 - $57.07 $12 Million - $13.4 Million	-234,790 Reduced 62.42%	141,381 $7.87 Million
Q2 2024 Aug 06, 2024	BUY	$50.18 - $54.47 $11.7 Million - $12.7 Million	233,658 Added 163.96%	376,171 $7.25 Million
Q1 2024 May 02, 2024	SELL	$49.45 - $54.43 $34,367 - $37,828	-695 Reduced 0.49%	142,513 $7.76 Million
Q4 2023 Feb 08, 2024	SELL	$42.71 - $53.09 $65,602 - $81,546	-1,536 Reduced 1.06%	143,208 $7.49 Million
Q3 2023 Nov 13, 2023	SELL	$45.07 - $49.71 $55,345 - $61,043	-1,228 Reduced 0.84%	144,744 $6.61 Million
Q2 2023 Aug 10, 2023	SELL	$41.44 - $46.39 $430,478 - $481,899	-10,388 Reduced 6.64%	145,972 $6.77 Million
Q1 2023 May 03, 2023	SELL	$42.38 - $49.75 $3.68 Million - $4.32 Million	-86,827 Reduced 35.7%	156,360 $6.96 Million
Q3 2022 Nov 15, 2022	BUY	$38.84 - $46.6 $7.04 Million - $8.44 Million	181,184 Added 292.22%	243,187 $9.47 Million
Q2 2022 Aug 15, 2022	BUY	$39.72 - $47.15 $124,005 - $147,202	3,122 Added 5.3%	62,003 $2.49 Million
Q1 2022 May 09, 2022	BUY	$44.35 - $48.64 $2.61 Million - $2.86 Million	58,881 New	58,881 $2.72 Million
Q4 2021 Feb 15, 2022	SELL	$44.48 - $49.36 $84,156 - $93,389	-1,892 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$41.66 - $45.84 $166 - $183	4 Added 0.21%	1,892 $84,000
Q2 2021 Aug 13, 2021	SELL	$43.52 - $46.03 $3.6 Million - $3.81 Million	-82,709 Reduced 97.77%	1,888 $85,000
Q2 2021 Aug 13, 2021	BUY	$43.52 - $46.03 $3.68 Million - $3.89 Million	84,597 New	84,597 $1.89 Million

Others Institutions Holding DFAT

# of Institutions

666

Shares Held

156M

Call Options Held

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 Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Account

Liberty Wealth Management LLC Dimensional ETF Tr U S Target Transaction History