Mission Wealth Management, LP Dimensional ETF Tr U S Target Transaction History

Mission Wealth Management, LP

  • $4.01 Billion
  • Q1 2025

A detailed history of Mission Wealth Management, LP transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Mission Wealth Management, LP holds 108,366 shares of DFAT stock, worth $5.7 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
108,366
Previous 110,432 1.87%
Holding current value
$5.7 Million
Previous $6.15 Million 9.23%
% of portfolio
0.14%
Previous 0.15%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$50.44 - $58.1 $104,209 - $120,034
-2,066 Reduced 1.87%
108,366 $5.58 Million
Q4 2024

Feb 06, 2025
BUY
$54.54 - $61.04 $4.78 Million - $5.34 Million
87,555 Added 382.72%
110,432 $6.15 Million
Q3 2024

Oct 31, 2024
SELL
$51.0 - $57.07 $20,757 - $23,227
-407 Reduced 1.75%
22,877 $1.27 Million
Q2 2024

Aug 02, 2024
SELL
$50.18 - $54.47 $9,935 - $10,785
-198 Reduced 0.84%
23,284 $1.21 Million
Q1 2024

Apr 30, 2024
BUY
$49.45 - $54.43 $7,714 - $8,491
156 Added 0.67%
23,482 $1.28 Million
Q4 2023

Feb 05, 2024
SELL
$42.71 - $53.09 $7,346 - $9,131
-172 Reduced 0.73%
23,326 $1.22 Million
Q3 2023

Oct 23, 2023
BUY
$45.07 - $49.71 $92,708 - $102,253
2,057 Added 9.59%
23,498 $1.07 Million
Q2 2023

Aug 04, 2023
SELL
$41.44 - $46.39 $3,190 - $3,572
-77 Reduced 0.36%
21,441 $994,000
Q1 2023

Apr 07, 2023
SELL
$42.38 - $49.75 $29,072 - $34,128
-686 Reduced 3.09%
21,518 $957,000
Q4 2022

Feb 02, 2023
SELL
$40.24 - $46.91 $9,416 - $10,976
-234 Reduced 1.04%
22,204 $975,000
Q3 2022

Oct 12, 2022
SELL
$38.84 - $46.6 $37,480 - $44,969
-965 Reduced 4.12%
22,438 $874,000
Q2 2022

Jul 27, 2022
BUY
$39.72 - $47.15 $516 - $612
13 Added 0.06%
23,403 $941,000
Q1 2022

Apr 25, 2022
BUY
$44.35 - $48.64 $23,860 - $26,168
538 Added 2.35%
23,390 $1.09 Million
Q4 2021

Feb 11, 2022
SELL
$44.48 - $49.36 $10,141 - $11,254
-228 Reduced 0.99%
22,852 $1.09 Million
Q3 2021

Nov 05, 2021
SELL
$41.66 - $45.84 $402,852 - $443,272
-9,670 Reduced 29.53%
23,080 $1.03 Million
Q2 2021

Aug 10, 2021
BUY
$43.52 - $46.03 $1.43 Million - $1.51 Million
32,750 New
32,750 $1.47 Million

Others Institutions Holding DFAT

# of Institutions
771
Shares Held
168M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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