Tfc Financial Management Dimensional ETF Tr U S Target Transaction History

Tfc Financial Management

$631 Million
Q4 2024

A detailed history of Tfc Financial Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Tfc Financial Management holds 537,373 shares of DFAT stock, worth $29.4 Million. This represents 4.74% of its overall portfolio holdings.

Number of Shares

537,373

Previous 540,537 0.59%

Holding current value

$29.4 Million

Previous $30.1 Million 0.53%

% of portfolio

4.74%

Previous 4.78%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$54.54 - $61.04 $172,564 - $193,130	-3,164 Reduced 0.59%	537,373 $29.9 Million
Q3 2024 Oct 24, 2024	BUY	$51.0 - $57.07 $95,778 - $107,177	1,878 Added 0.35%	540,537 $30.1 Million
Q2 2024 Jul 23, 2024	BUY	$50.18 - $54.47 $155,256 - $168,530	3,094 Added 0.58%	538,659 $27.9 Million
Q1 2024 Apr 30, 2024	SELL	$49.45 - $54.43 $399,951 - $440,229	-8,088 Reduced 1.49%	535,565 $29.2 Million
Q4 2023 Jan 25, 2024	SELL	$42.71 - $53.09 $222,006 - $275,961	-5,198 Reduced 0.95%	543,653 $28.4 Million
Q3 2023 Oct 23, 2023	SELL	$45.07 - $49.71 $3.61 Million - $3.98 Million	-80,102 Reduced 12.74%	548,851 $25.1 Million
Q2 2023 Aug 07, 2023	BUY	$41.44 - $46.39 $606,060 - $678,453	14,625 Added 2.38%	628,953 $29.2 Million
Q1 2023 May 08, 2023	BUY	$42.38 - $49.75 $549,583 - $645,158	12,968 Added 2.16%	614,328 $27.3 Million
Q4 2022 Feb 13, 2023	SELL	$40.24 - $46.91 $456,563 - $532,240	-11,346 Reduced 1.85%	601,360 $26.4 Million
Q3 2022 Oct 21, 2022	BUY	$38.84 - $46.6 $367,892 - $441,395	9,472 Added 1.57%	612,706 $23.9 Million
Q2 2022 Aug 03, 2022	SELL	$39.72 - $47.15 $173,894 - $206,422	-4,378 Reduced 0.72%	603,234 $24.3 Million
Q1 2022 May 04, 2022	BUY	$44.35 - $48.64 $1.01 Million - $1.11 Million	22,788 Added 3.9%	607,612 $28.3 Million
Q4 2021 Feb 02, 2022	BUY	$44.48 - $49.36 $402,232 - $446,362	9,043 Added 1.57%	584,824 $27.8 Million
Q3 2021 Nov 02, 2021	BUY	$41.66 - $45.84 $5,624 - $6,188	135 Added 0.02%	575,781 $25.6 Million
Q2 2021 Jul 29, 2021	BUY	$43.52 - $46.03 $25.1 Million - $26.5 Million	575,646 New	575,646 $25.8 Million

Others Institutions Holding DFAT

# of Institutions

748

Shares Held

167M

Call Options Held

500

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 Tfc Financial Management, based on Form 13F filings with the SEC.

News

Stay updated on Tfc Financial Management with notifications on news.

Account

Tfc Financial Management Dimensional ETF Tr U S Target Transaction History