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

Measured Wealth Private Client Group, LLC

$296 Million
Q3 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 27,008 shares of DFAT stock, worth $1.55 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

27,008

Previous 27,391 1.4%

Holding current value

$1.55 Million

Previous $1.42 Million 5.77%

% of portfolio

0.51%

Previous 0.5%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$51.0 - $57.07 $19,533 - $21,857	-383 Reduced 1.4%	27,008 $1.5 Million
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

668

Shares Held

156M

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