Modern Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Modern Wealth Management, LLC holds 7,303 shares of DFAT stock, worth $420,944. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,303
Previous 7,940 8.02%
Holding current value
$420,944
Previous $408,000 3.43%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$44.8 - $53.97 $28,537 - $34,378
-637 Reduced 8.02%
7,303 $394,000
Q1 2025

May 15, 2025
BUY
$50.44 - $58.1 $32,130 - $37,009
637 Added 8.72%
7,940 $409 Million
Q4 2024

May 30, 2025
SELL
$54.54 - $61.04 $34,741 - $38,882
-637 Reduced 8.02%
7,303 $406,000
Q3 2024

May 30, 2025
SELL
$51.0 - $57.07 $32,487 - $36,353
-637 Reduced 8.02%
7,303 $406,000
Q3 2024

Nov 05, 2024
BUY
$51.0 - $57.07 $372,453 - $416,782
7,303 New
7,303 $406 Million

Others Institutions Holding DFAT

# of Institutions
801
Shares Held
173M
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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