True Wealth Design, LLC Dimensional ETF Tr U S Target Transaction History

True Wealth Design, LLC

$258 Billion
Q4 2024

A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, True Wealth Design, LLC holds 57,793 shares of DFAT stock, worth $2.84 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

57,793

Previous 64,783 10.79%

Holding current value

$2.84 Million

Previous $3.6 Billion 10.74%

% of portfolio

1.25%

Previous 1.41%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$54.54 - $61.04 $381,234 - $426,669	-6,990 Reduced 10.79%	57,793 $3.22 Billion
Q3 2024 Nov 14, 2024	SELL	$51.0 - $57.07 $33,456 - $37,437	-656 Reduced 1.0%	64,783 $3.6 Billion
Q2 2024 Aug 14, 2024	SELL	$50.18 - $54.47 $459,046 - $498,291	-9,148 Reduced 12.26%	65,439 $3.39 Billion
Q1 2024 May 14, 2024	SELL	$49.45 - $54.43 $64,878 - $71,412	-1,312 Reduced 1.73%	74,587 $4.06 Billion
Q4 2023 Feb 14, 2024	SELL	$42.71 - $53.09 $647,697 - $805,109	-15,165 Reduced 16.65%	75,899 $3.97 Billion
Q3 2023 Nov 13, 2023	SELL	$45.07 - $49.71 $127,187 - $140,281	-2,822 Reduced 3.01%	91,064 $4.16 Billion
Q2 2023 Aug 14, 2023	SELL	$41.44 - $46.39 $40,486 - $45,323	-977 Reduced 1.03%	93,886 $4.36 Billion
Q1 2023 May 12, 2023	SELL	$42.38 - $49.75 $66,282 - $77,809	-1,564 Reduced 1.62%	94,863 $4.22 Billion
Q4 2022 Feb 15, 2023	BUY	$40.24 - $46.91 $3.88 Million - $4.52 Million	96,427 New	96,427 $4.24 Billion

Others Institutions Holding DFAT

# of Institutions

758

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

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True Wealth Design, LLC Dimensional ETF Tr U S Target Transaction History