Olio Financial Planning Dimensional ETF Tr U S Target Transaction History

Olio Financial Planning

  • $288 Million
  • Q1 2025

A detailed history of Olio Financial Planning transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Olio Financial Planning holds 180,443 shares of DFAT stock, worth $9.65 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares
180,443
Previous 165,201 9.23%
Holding current value
$9.65 Million
Previous $9.2 Million 1.04%
% of portfolio
3.23%
Previous 3.23%

Shares

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

Apr 11, 2025
BUY
$50.44 - $58.1 $768,806 - $885,560
15,242 Added 9.23%
180,443 $9.29 Million
Q4 2024

Jan 21, 2025
BUY
$54.54 - $61.04 $6.65 Million - $7.44 Million
121,865 Added 281.21%
165,201 $9.2 Million
Q3 2024

Oct 15, 2024
BUY
$51.0 - $57.07 $2,550 - $2,853
50 Added 0.12%
43,336 $2.41 Million
Q2 2024

Jul 12, 2024
SELL
$50.18 - $54.47 $2,509 - $2,723
-50 Reduced 0.12%
43,286 $2.25 Million
Q1 2024

Apr 15, 2024
SELL
$49.45 - $54.43 $35,999 - $39,625
-728 Reduced 1.65%
43,336 $2.36 Million
Q4 2023

Jan 10, 2024
BUY
$42.71 - $53.09 $437,179 - $543,429
10,236 Added 30.26%
44,064 $2.31 Million
Q3 2023

Oct 19, 2023
BUY
$45.07 - $49.71 $296,650 - $327,191
6,582 Added 24.16%
33,828 $1.55 Million
Q2 2023

Jul 13, 2023
BUY
$41.44 - $46.39 $809,944 - $906,692
19,545 Added 253.8%
27,246 $1.26 Million
Q1 2023

Apr 11, 2023
BUY
$42.38 - $49.75 $326,368 - $383,124
7,701 New
7,701 $342,000

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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