Olio Financial Planning Dimensional ETF Tr U S Target Transaction History

Olio Financial Planning

$284 Million
Q4 2024

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 165,201 shares of DFAT stock, worth $9.51 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares

165,201

Previous 43,336 281.21%

Holding current value

$9.51 Million

Previous $2.41 Million 281.54%

% of portfolio

3.23%

Previous 0.9%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

679

Shares Held

158M

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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Olio Financial Planning Dimensional ETF Tr U S Target Transaction History