Measured Wealth Private Client Group, LLC Dimensional ETF Tr U S Target Transaction History

Measured Wealth Private Client Group, LLC

$283 Million
Q2 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 27,391 shares of DFAT stock, worth $1.52 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

27,391

Previous 32,090 14.64%

Holding current value

$1.52 Million

Previous $1.75 Million 18.67%

% of portfolio

0.5%

Previous 0.61%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$50.18 - $54.47 $235,795 - $255,954	-4,699 Reduced 14.64%	27,391 $1.42 Million
Q1 2024 Apr 18, 2024	SELL	$49.45 - $54.43 $36,790 - $40,495	-744 Reduced 2.27%	32,090 $1.75 Million
Q4 2023 Feb 06, 2024	SELL	$42.71 - $53.09 $37,969 - $47,197	-889 Reduced 2.64%	32,834 $1.72 Million
Q3 2023 Oct 18, 2023	SELL	$45.07 - $49.71 $25,329 - $27,937	-562 Reduced 1.64%	33,723 $1.54 Million
Q1 2023 May 01, 2023	SELL	$42.38 - $49.75 $52,932 - $62,137	-1,249 Reduced 3.51%	34,285 $1.53 Million
Q4 2022 Jan 23, 2023	SELL	$40.24 - $46.91 $14,808 - $17,262	-368 Reduced 1.03%	35,534 $0
Q2 2022 Jul 25, 2022	BUY	$39.72 - $47.15 $1.43 Million - $1.69 Million	35,902 New	35,902 $1.44 Million
Q1 2022 May 03, 2022	SELL	$44.35 - $48.64 $1.62 Million - $1.78 Million	-36,636 Closed	0 $0
Q4 2021 Jan 28, 2022	SELL	$44.48 - $49.36 $95,498 - $105,975	-2,147 Reduced 5.54%	36,636 $1.74 Million
Q3 2021 Nov 01, 2021	SELL	$41.66 - $45.84 $84,569 - $93,055	-2,030 Reduced 4.97%	38,783 $1.72 Million
Q2 2021 Aug 05, 2021	BUY	$43.52 - $46.03 $1.78 Million - $1.88 Million	40,813 New	40,813 $1.83 Million

Others Institutions Holding DFAT

# of Institutions

648

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 Measured Wealth Private Client Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Measured Wealth Private Client Group, LLC with notifications on news.

Account

Measured Wealth Private Client Group, LLC Dimensional ETF Tr U S Target Transaction History