Mason Investment Advisory Services, Inc. Dimensional ETF Tr U S Target Transaction History

Mason Investment Advisory Services, Inc.

$1.66 Trillion
Q1 2025

A detailed history of Mason Investment Advisory Services, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 119,011 shares of DFAT stock, worth $6.67 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

119,011

Previous 118,750 0.22%

Holding current value

$6.67 Million

Previous $6.61 Billion 7.29%

% of portfolio

0.37%

Previous 0.39%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$50.44 - $58.1 $13,164 - $15,164	261 Added 0.22%	119,011 $6.13 Billion
Q4 2024 Feb 06, 2025	BUY	$54.54 - $61.04 $16,198 - $18,128	297 Added 0.25%	118,750 $6.61 Billion
Q3 2024 Nov 12, 2024	BUY	$51.0 - $57.07 $13,617 - $15,237	267 Added 0.23%	118,453 $6.59 Billion
Q2 2024 Aug 09, 2024	BUY	$50.18 - $54.47 $21,828 - $23,694	435 Added 0.37%	118,186 $6.13 Billion
Q1 2024 May 13, 2024	BUY	$49.45 - $54.43 $840 - $925	17 Added 0.01%	117,751 $6.41 Billion
Q4 2023 Feb 13, 2024	BUY	$42.71 - $53.09 $5.03 Million - $6.25 Million	117,734 New	117,734 $6.16 Billion
Q3 2023 Aug 08, 2024	SELL	$45.07 - $49.71 $766 - $845	-17 Reduced 0.01%	117,734 $5.38 Billion
Q1 2023 Aug 08, 2024	BUY	$42.38 - $49.75 $145,829 - $171,189	3,441 Added 2.92%	121,192 $5.39 Billion
Q4 2022 Aug 07, 2024	SELL	$40.24 - $46.91 $248,160 - $289,293	-6,167 Reduced 4.64%	126,849 $5.58 Billion
Q3 2022 Aug 07, 2024	SELL	$38.84 - $46.6 $120,248 - $144,273	-3,096 Reduced 2.27%	133,016 $5.18 Billion
Q2 2022 Aug 07, 2024	SELL	$39.72 - $47.15 $170,200 - $202,037	-4,285 Reduced 3.05%	136,112 $5.47 Billion
Q1 2022 Aug 07, 2024	BUY	$44.35 - $48.64 $1 Million - $1.1 Million	22,646 Added 19.23%	140,397 $6.54 Billion
Q4 2021 Aug 06, 2024	SELL	$44.48 - $49.36 $70,056 - $77,742	-1,575 Reduced 1.1%	141,675 $6.73 Billion
Q3 2021 Aug 06, 2024	SELL	$41.66 - $45.84 $2,791 - $3,071	-67 Reduced 0.05%	143,250 $6.36 Billion
Q2 2021 Aug 06, 2024	BUY	$43.52 - $46.03 $1.11 Million - $1.18 Million	25,566 Added 21.71%	143,317 $6.42 Billion

Others Institutions Holding DFAT

# of Institutions

778

Shares Held

170M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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Mason Investment Advisory Services, Inc. Dimensional ETF Tr U S Target Transaction History