Mc Clarren Financial Advisors, Inc. Dimensional ETF Tr U S Target Transaction History

Mc Clarren Financial Advisors, Inc.

$151 Million
Q1 2025

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 936 shares of DFAT stock, worth $49,196. This represents 0.07% of its overall portfolio holdings.

Number of Shares

936

Previous 1,945 51.88%

Holding current value

$49,196

Previous $108,000 7.41%

% of portfolio

0.07%

Previous 0.3%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$50.44 - $58.1 $50,893 - $58,622	-1,009 Reduced 51.88%	936 $100,000
Q4 2024 Jan 29, 2025	SELL	$54.54 - $61.04 $3,272 - $3,662	-60 Reduced 2.99%	1,945 $108,000
Q3 2024 Oct 18, 2024	BUY	$51.0 - $57.07 $102,255 - $114,425	2,005 New	2,005 $10,000
Q4 2023 Feb 02, 2024	BUY	$42.71 - $53.09 $341 - $424	8 Added 0.43%	1,850 $97,000
Q3 2023 Nov 03, 2023	BUY	$45.07 - $49.71 $315 - $347	7 Added 0.38%	1,842 $84,000
Q2 2023 Aug 04, 2023	BUY	$41.44 - $46.39 $2,113 - $2,365	51 Added 2.86%	1,835 $85,000
Q1 2023 May 05, 2023	BUY	$42.38 - $49.75 $31,785 - $37,312	750 Added 72.53%	1,784 $79,000
Q4 2022 Jan 30, 2023	BUY	$40.24 - $46.91 $160 - $187	4 Added 0.39%	1,034 $45,000
Q3 2022 Oct 31, 2022	BUY	$38.84 - $46.6 $40,005 - $47,998	1,030 New	1,030 $40,000
Q2 2022 Aug 11, 2022	SELL	$39.72 - $47.15 $40,554 - $48,140	-1,021 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$44.35 - $48.64 $45,281 - $49,661	1,021 New	1,021 $47,000

Others Institutions Holding DFAT

# of Institutions

770

Shares Held

168M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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Mc Clarren Financial Advisors, Inc. Dimensional ETF Tr U S Target Transaction History