Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr U S Target Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $413 Million
  • Q1 2025

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 58,992 shares of DFAT stock, worth $2.89 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
58,992
Previous 57,045 3.41%
Holding current value
$2.89 Million
Previous $3.18 Million 4.35%
% of portfolio
0.74%
Previous 0.8%

Shares

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

May 02, 2025
BUY
$50.44 - $58.1 $98,206 - $113,120
1,947 Added 3.41%
58,992 $3.04 Million
Q4 2024

Feb 07, 2025
BUY
$54.54 - $61.04 $218 - $244
4 Added 0.01%
57,045 $3.18 Million
Q3 2024

Nov 08, 2024
BUY
$51.0 - $57.07 $108,069 - $120,931
2,119 Added 3.86%
57,041 $3.17 Million
Q2 2024

Aug 02, 2024
SELL
$50.18 - $54.47 $53,090 - $57,629
-1,058 Reduced 1.89%
54,922 $2.85 Million
Q1 2024

May 03, 2024
SELL
$49.45 - $54.43 $1.72 Million - $1.89 Million
-34,801 Reduced 38.34%
55,980 $3.05 Million
Q4 2023

Feb 02, 2024
BUY
$42.71 - $53.09 $456,783 - $567,797
10,695 Added 13.35%
90,781 $4.75 Million
Q3 2023

Nov 03, 2023
BUY
$45.07 - $49.71 $34,343 - $37,879
762 Added 0.96%
80,086 $3.66 Million
Q2 2023

Aug 11, 2023
BUY
$41.44 - $46.39 $285,521 - $319,627
6,890 Added 9.51%
79,324 $3.68 Million
Q1 2023

Apr 27, 2023
BUY
$42.38 - $49.75 $219,909 - $258,152
5,189 Added 7.72%
72,434 $3.22 Million
Q4 2022

Feb 08, 2023
BUY
$40.24 - $46.91 $13,681 - $15,949
340 Added 0.51%
67,245 $2.96 Million
Q3 2022

Nov 04, 2022
SELL
$38.84 - $46.6 $321,012 - $385,149
-8,265 Reduced 11.0%
66,905 $2.61 Million
Q2 2022

Aug 09, 2022
SELL
$39.72 - $47.15 $505,873 - $600,502
-12,736 Reduced 14.49%
75,170 $3.02 Million
Q1 2022

May 11, 2022
BUY
$44.35 - $48.64 $72,423 - $79,429
1,633 Added 1.89%
87,906 $4.1 Million
Q4 2021

Feb 08, 2022
BUY
$44.48 - $49.36 $347,566 - $385,699
7,814 Added 9.96%
86,273 $4.1 Million
Q3 2021

Oct 21, 2021
BUY
$41.66 - $45.84 $179,929 - $197,982
4,319 Added 5.83%
78,459 $3.48 Million
Q2 2021

Jul 28, 2021
BUY
$43.52 - $46.03 $3.23 Million - $3.41 Million
74,140 New
74,140 $3.32 Million

Others Institutions Holding DFAT

# of Institutions
759
Shares Held
167M
Call Options Held
500
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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