Valmark Advisers, Inc. Dimensional ETF Tr U S Target Transaction History

Valmark Advisers, Inc.

$7.08 Billion
Q2 2025

A detailed history of Valmark Advisers, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Valmark Advisers, Inc. holds 5,552 shares of DFAT stock, worth $302,361. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,552

Previous 9,233 39.87%

Holding current value

$302,361

Previous $475,000 37.05%

% of portfolio

0.0%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$44.8 - $53.97 $164,908 - $198,663	-3,681 Reduced 39.87%	5,552 $299,000
Q1 2025 Apr 22, 2025	BUY	$50.44 - $58.1 $119,946 - $138,161	2,378 Added 34.69%	9,233 $475,000
Q4 2024 Jan 30, 2025	BUY	$54.54 - $61.04 $10,035 - $11,231	184 Added 2.76%	6,855 $381,000
Q3 2024 Oct 25, 2024	BUY	$51.0 - $57.07 $101,286 - $113,341	1,986 Added 42.39%	6,671 $371,000
Q2 2024 Jul 31, 2024	BUY	$50.18 - $54.47 $49,126 - $53,326	979 Added 26.42%	4,685 $243,000
Q1 2024 May 03, 2024	BUY	$49.45 - $54.43 $183,261 - $201,717	3,706 New	3,706 $201,000
Q2 2022 Aug 01, 2022	SELL	$39.72 - $47.15 $870,940 - $1.03 Million	-21,927 Closed	0 $0
Q2 2021 Aug 06, 2021	BUY	$43.52 - $46.03 $954,263 - $1.01 Million	21,927 New	21,927 $982,000

Others Institutions Holding DFAT

# of Institutions

777

Shares Held

170M

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

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Valmark Advisers, Inc. Dimensional ETF Tr U S Target Transaction History