Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr U S Target Transaction History

Shanker Valleau Wealth Advisors, Inc.

$291 Million
Q4 2024

A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 186,099 shares of DFAT stock, worth $10.7 Million. This represents 3.56% of its overall portfolio holdings.

Number of Shares

186,099

Previous 193,869 4.01%

Holding current value

$10.7 Million

Previous $10.8 Million 3.95%

% of portfolio

3.56%

Previous 3.67%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	SELL	$54.54 - $61.04 $423,775 - $474,280	-7,770 Reduced 4.01%	186,099 $10.4 Million
Q3 2024 Oct 08, 2024	BUY	$51.0 - $57.07 $124,695 - $139,536	2,445 Added 1.28%	193,869 $10.8 Million
Q2 2024 Jul 02, 2024	BUY	$50.18 - $54.47 $44,308 - $48,097	883 Added 0.46%	191,424 $9.93 Million
Q1 2024 Apr 17, 2024	BUY	$49.45 - $54.43 $54,691 - $60,199	1,106 Added 0.58%	190,541 $10.4 Million
Q4 2023 Jan 11, 2024	SELL	$42.71 - $53.09 $129,582 - $161,075	-3,034 Reduced 1.58%	189,435 $9.91 Million
Q3 2023 Oct 12, 2023	BUY	$45.07 - $49.71 $77,069 - $85,004	1,710 Added 0.9%	192,469 $8.79 Million
Q2 2023 Jul 12, 2023	BUY	$41.44 - $46.39 $27,847 - $31,174	672 Added 0.35%	190,759 $8.85 Million
Q1 2023 Apr 17, 2023	BUY	$42.38 - $49.75 $171,384 - $201,189	4,044 Added 2.17%	190,087 $8.46 Million
Q4 2022 Jan 12, 2023	SELL	$40.24 - $46.91 $435,316 - $507,472	-10,818 Reduced 5.5%	186,043 $0
Q3 2022 Oct 05, 2022	SELL	$38.84 - $46.6 $265,354 - $318,371	-6,832 Reduced 3.35%	196,861 $7.67 Million
Q2 2022 Jul 08, 2022	SELL	$39.72 - $47.15 $156,973 - $186,336	-3,952 Reduced 1.9%	203,693 $8.19 Million
Q1 2022 Apr 28, 2022	SELL	$44.35 - $48.64 $171,856 - $188,480	-3,875 Reduced 1.83%	207,645 $9.67 Million
Q4 2021 Jan 27, 2022	BUY	$44.48 - $49.36 $9.41 Million - $10.4 Million	211,520 New	211,520 $10.1 Million

Others Institutions Holding DFAT

# of Institutions

680

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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Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr U S Target Transaction History