Olio Financial Planning Dimensional ETF Tr U S Target Transaction History

Olio Financial Planning

$317 Million
Q2 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 196,397 shares of DFAT stock, worth $11.5 Million. This represents 3.35% of its overall portfolio holdings.

Number of Shares

196,397

Previous 180,443 8.84%

Holding current value

$11.5 Million

Previous $9.29 Million 14.06%

% of portfolio

3.35%

Previous 3.23%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$44.8 - $53.97 $714,739 - $861,037	15,954 Added 8.84%	196,397 $10.6 Million
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

787

Shares Held

171M

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 Olio Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Olio Financial Planning with notifications on news.

Account

Olio Financial Planning Dimensional ETF Tr U S Target Transaction History