Total Wealth Planning, LLC Dimensional ETF Tr U S Target Transaction History

Total Wealth Planning, LLC

  • $605 Million
  • Q3 2024

A detailed history of Total Wealth Planning, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Total Wealth Planning, LLC holds 66,956 shares of DFAT stock, worth $3.85 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
66,956
Previous 67,454 0.74%
Holding current value
$3.85 Million
Previous $3.5 Million 6.46%
% of portfolio
0.62%
Previous 0.63%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
SELL
$51.0 - $57.07 $25,398 - $28,420
-498 Reduced 0.74%
66,956 $3.72 Million
Q2 2024

Aug 02, 2024
SELL
$50.18 - $54.47 $67,592 - $73,371
-1,347 Reduced 1.96%
67,454 $3.5 Million
Q1 2024

Apr 18, 2024
SELL
$49.45 - $54.43 $54,592 - $60,090
-1,104 Reduced 1.58%
68,801 $3.74 Million
Q4 2023

Feb 05, 2024
SELL
$42.71 - $53.09 $45,699 - $56,806
-1,070 Reduced 1.51%
69,905 $3.66 Million
Q3 2023

Nov 08, 2023
BUY
$45.07 - $49.71 $1.51 Million - $1.67 Million
33,519 Added 89.49%
70,975 $3.24 Million
Q2 2023

Jul 31, 2023
SELL
$41.44 - $46.39 $4,599 - $5,149
-111 Reduced 0.3%
37,456 $1.74 Million
Q1 2023

Apr 14, 2023
SELL
$42.38 - $49.75 $14,536 - $17,064
-343 Reduced 0.9%
37,567 $1.67 Million
Q4 2022

Feb 02, 2023
SELL
$40.24 - $46.91 $99,754 - $116,289
-2,479 Reduced 6.14%
37,910 $1.67 Million
Q3 2022

Nov 14, 2022
SELL
$38.84 - $46.6 $93,720 - $112,445
-2,413 Reduced 5.64%
40,389 $1.57 Million
Q2 2022

Aug 01, 2022
SELL
$39.72 - $47.15 $319,150 - $378,850
-8,035 Reduced 15.81%
42,802 $1.72 Million
Q1 2022

May 13, 2022
BUY
$44.35 - $48.64 $2.25 Million - $2.47 Million
50,837 New
50,837 $2.37 Million
Q4 2021

Feb 09, 2022
SELL
$44.48 - $49.36 $2.01 Million - $2.23 Million
-45,262 Closed
0 $0
Q3 2021

Nov 04, 2021
BUY
$41.66 - $45.84 $1.89 Million - $2.07 Million
45,262 New
45,262 $2.01 Million

Others Institutions Holding DFAT

# of Institutions
668
Shares Held
156M
Call Options Held
0
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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