Tobias Financial Advisors, Inc. Dimensional ETF Tr U S Target Transaction History

Tobias Financial Advisors, Inc.

$499 Million
Q1 2025

A detailed history of Tobias Financial Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 26,730 shares of DFAT stock, worth $1.39 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

26,730

Previous 26,950 0.82%

Holding current value

$1.39 Million

Previous $1.5 Million 8.27%

% of portfolio

0.28%

Previous 0.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$50.44 - $58.1 $11,096 - $12,782	-220 Reduced 0.82%	26,730 $1.38 Million
Q4 2024 Feb 13, 2025	SELL	$54.54 - $61.04 $25,142 - $28,139	-461 Reduced 1.68%	26,950 $1.5 Million
Q3 2024 Oct 30, 2024	SELL	$51.0 - $57.07 $3,213 - $3,595	-63 Reduced 0.23%	27,411 $1.52 Million
Q2 2024 Aug 13, 2024	SELL	$50.18 - $54.47 $10,036 - $10,894	-200 Reduced 0.72%	27,474 $1.43 Million
Q3 2023 Nov 03, 2023	SELL	$45.07 - $49.71 $59,402 - $65,517	-1,318 Reduced 4.55%	27,674 $1.26 Million
Q2 2023 Aug 03, 2023	BUY	$41.44 - $46.39 $367,862 - $411,804	8,877 Added 44.13%	28,992 $1.34 Million
Q4 2022 Feb 13, 2023	SELL	$40.24 - $46.91 $241,560 - $281,600	-6,003 Reduced 22.98%	20,115 $884,000
Q3 2022 Nov 14, 2022	SELL	$38.84 - $46.6 $1.11 Million - $1.33 Million	-28,526 Reduced 52.2%	26,118 $1.02 Million
Q2 2022 Aug 12, 2022	BUY	$39.72 - $47.15 $2.17 Million - $2.58 Million	54,644 New	54,644 $2.2 Million

Others Institutions Holding DFAT

# of Institutions

770

Shares Held

168M

Call Options Held

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 Tobias Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tobias Financial Advisors, Inc. with notifications on news.

Account

Tobias Financial Advisors, Inc. Dimensional ETF Tr U S Target Transaction History