Safeguard Investment Advisory Group, LLC Dimensional ETF Tr U S Target Transaction History

Safeguard Investment Advisory Group, LLC

$350 Million
Q3 2024

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 20,078 shares of DFAT stock, worth $1.17 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

20,078

Previous 20,395 1.55%

Holding current value

$1.17 Million

Previous $1.06 Million 5.58%

% of portfolio

0.32%

Previous 0.33%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$51.0 - $57.07 $16,167 - $18,091	-317 Reduced 1.55%	20,078 $1.12 Million
Q2 2024 Aug 09, 2024	SELL	$50.18 - $54.47 $38,789 - $42,105	-773 Reduced 3.65%	20,395 $1.06 Million
Q1 2024 May 13, 2024	SELL	$49.45 - $54.43 $39,807 - $43,816	-805 Reduced 3.66%	21,168 $1.15 Million
Q4 2023 Jan 26, 2024	SELL	$42.71 - $53.09 $69,531 - $86,430	-1,628 Reduced 6.9%	21,973 $1.15 Million
Q3 2023 Nov 14, 2023	SELL	$45.07 - $49.71 $94,827 - $104,589	-2,104 Reduced 8.19%	23,601 $1.08 Million
Q2 2023 Aug 01, 2023	SELL	$41.44 - $46.39 $372,960 - $417,510	-9,000 Reduced 25.93%	25,705 $1.19 Million
Q1 2023 May 04, 2023	SELL	$42.38 - $49.75 $1.65 Million - $1.93 Million	-38,849 Reduced 52.82%	34,705 $1.54 Million
Q4 2022 Jan 26, 2023	BUY	$40.24 - $46.91 $319,867 - $372,887	7,949 Added 12.12%	73,554 $0
Q3 2022 Oct 25, 2022	BUY	$38.84 - $46.6 $1.11 Million - $1.33 Million	28,530 Added 76.95%	65,605 $2.56 Million
Q2 2022 Jul 20, 2022	BUY	$39.72 - $47.15 $1.47 Million - $1.75 Million	37,075 New	37,075 $1.73 Million
Q1 2022 May 04, 2022	SELL	$44.35 - $48.64 $1.57 Million - $1.73 Million	-35,504 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$44.48 - $49.36 $353,215 - $391,967	7,941 Added 28.81%	35,504 $1.69 Million
Q3 2021 Oct 20, 2021	BUY	$41.66 - $45.84 $677,641 - $745,633	16,266 Added 143.99%	27,563 $1.22 Million
Q2 2021 Jul 23, 2021	BUY	$43.52 - $46.03 $491,645 - $520,000	11,297 New	11,297 $506,000

Others Institutions Holding DFAT

# of Institutions

666

Shares Held

156M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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Safeguard Investment Advisory Group, LLC Dimensional ETF Tr U S Target Transaction History