Us Advisors Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History

Us Advisors Wealth Management, LLC

$290 Million
Q3 2025

A detailed history of Us Advisors Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 3,643 shares of DFAT stock, worth $207,432. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,643

Previous 3,716 1.96%

Holding current value

$207,432

Previous $200,000 6.0%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$53.36 - $59.69 $3,895 - $4,357	-73 Reduced 1.96%	3,643 $212,000
Q2 2025 Jul 22, 2025	BUY	$44.8 - $53.97 $166,476 - $200,552	3,716 New	3,716 $200,000
Q4 2024 Jan 23, 2025	BUY	$54.54 - $61.04 $436 - $488	8 Added 0.21%	3,770 $209,000
Q3 2024 Nov 07, 2024	BUY	$51.0 - $57.07 $191,862 - $214,697	3,762 New	3,762 $208,000
Q1 2024 May 02, 2024	BUY	$49.45 - $54.43 $197 - $217	4 Added 0.1%	3,967 $215,000

Q4 2023 Feb 12, 2024	BUY	$42.71 - $53.09 $169,259 - $210,395	3,963 New	3,963 $207,000
Q2 2022 Aug 12, 2022	SELL	$39.72 - $47.15 $182,870 - $217,078	-4,604 Closed	0 $0
Q1 2022 Jun 08, 2022	BUY	$44.35 - $48.64 $204,187 - $223,938	4,604 New	4,604 $214,000

Others Institutions Holding DFAT

# of Institutions

807

Shares Held

169M

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 Us Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Advisors Wealth Management, LLC with notifications on news.

Account

Us Advisors Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History