Long Island Wealth Management, Inc. Dimensional ETF Tr U S Target Transaction History

Long Island Wealth Management, Inc.

$164 Billion
Q1 2025

A detailed history of Long Island Wealth Management, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 19,970 shares of DFAT stock, worth $1.09 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

19,970

Previous 26,445 24.48%

Holding current value

$1.09 Million

Previous $1.47 Billion 30.14%

% of portfolio

0.63%

Previous 0.92%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$50.44 - $58.1 $326,599 - $376,197	-6,475 Reduced 24.48%	19,970 $1.03 Billion
Q4 2024 Feb 14, 2025	SELL	$54.54 - $61.04 $614,665 - $687,920	-11,270 Reduced 29.88%	26,445 $1.47 Billion
Q3 2024 Nov 12, 2024	BUY	$51.0 - $57.07 $293,913 - $328,894	5,763 Added 18.04%	37,715 $2.1 Billion
Q2 2024 Aug 15, 2024	BUY	$50.18 - $54.47 $7,577 - $8,224	151 Added 0.47%	31,952 $1.66 Billion
Q1 2024 May 13, 2024	BUY	$49.45 - $54.43 $265,200 - $291,908	5,363 Added 20.29%	31,801 $1.73 Billion
Q4 2023 Feb 14, 2024	BUY	$42.71 - $53.09 $1.13 Million - $1.4 Million	26,438 New	26,438 $1.38 Billion

Others Institutions Holding DFAT

# of Institutions

777

Shares Held

170M

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

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Long Island Wealth Management, Inc. Dimensional ETF Tr U S Target Transaction History