United Capital Financial Advisers, LLC Dimensional ETF Tr U S Target Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 14,817 shares of DFAT stock, worth $823,084. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,817

Previous 14,809 0.05%

Holding current value

$823,084

Previous $768,000 7.29%

% of portfolio

0.0%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$51.0 - $57.07 $408 - $456	8 Added 0.05%	14,817 $824,000
Q2 2024 Aug 14, 2024	SELL	$50.18 - $54.47 $305,897 - $332,049	-6,096 Reduced 29.16%	14,809 $768,000
Q1 2024 May 15, 2024	SELL	$49.45 - $54.43 $4,747 - $5,225	-96 Reduced 0.46%	20,905 $1.14 Million
Q4 2023 Feb 14, 2024	SELL	$42.71 - $53.09 $2.77 Million - $3.45 Million	-64,942 Reduced 75.56%	21,001 $1.1 Million
Q3 2023 Nov 14, 2023	SELL	$45.07 - $49.71 $17,081 - $18,840	-379 Reduced 0.44%	85,943 $3.93 Million
Q2 2023 Aug 14, 2023	SELL	$41.44 - $46.39 $88,225 - $98,764	-2,129 Reduced 2.41%	86,322 $4 Million
Q1 2023 Aug 14, 2023	BUY	$42.38 - $49.75 $90,227 - $105,917	2,129 Added 2.47%	88,451 $3.94 Million
Q1 2023 May 15, 2023	BUY	$42.38 - $49.75 $8,603 - $10,099	203 Added 0.23%	88,451 $3.94 Million
Q4 2022 Feb 14, 2023	SELL	$40.24 - $46.91 $112,229 - $130,831	-2,789 Reduced 3.06%	88,248 $3.88 Million
Q3 2022 Nov 14, 2022	BUY	$38.84 - $46.6 $1,825 - $2,190	47 Added 0.05%	91,037 $3.55 Million
Q2 2022 Aug 11, 2022	BUY	$39.72 - $47.15 $54,734 - $64,972	1,378 Added 1.54%	90,990 $3.66 Million
Q1 2022 May 16, 2022	BUY	$44.35 - $48.64 $161,877 - $177,536	3,650 Added 4.25%	89,612 $4.17 Million
Q4 2021 Feb 14, 2022	SELL	$44.48 - $49.36 $183,880 - $204,054	-4,134 Reduced 4.59%	85,962 $4.09 Million
Q3 2021 Nov 15, 2021	BUY	$41.66 - $45.84 $1,583 - $1,741	38 Added 0.04%	90,096 $4 Million
Q2 2021 Aug 13, 2021	BUY	$43.52 - $46.03 $3.92 Million - $4.15 Million	90,058 New	90,058 $4.04 Million

Others Institutions Holding DFAT

# of Institutions

668

Shares Held

156M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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United Capital Financial Advisers, LLC Dimensional ETF Tr U S Target Transaction History