Valued Wealth Advisors LLC Dimensional ETF Tr U S Target Transaction History

Valued Wealth Advisors LLC

$160 Billion
Q4 2024

A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 77,876 shares of DFAT stock, worth $4.52 Million. This represents 2.72% of its overall portfolio holdings.

Number of Shares

77,876

Previous 74,020 5.21%

Holding current value

$4.52 Million

Previous $4.12 Billion 5.27%

% of portfolio

2.72%

Previous 2.67%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$54.54 - $61.04 $210,306 - $235,370	3,856 Added 5.21%	77,876 $4.33 Billion
Q3 2024 Oct 28, 2024	BUY	$51.0 - $57.07 $147,849 - $165,445	2,899 Added 4.08%	74,020 $4.12 Billion
Q2 2024 Jul 16, 2024	SELL	$50.18 - $54.47 $201,924 - $219,187	-4,024 Reduced 5.35%	71,121 $3.69 Billion
Q1 2024 Apr 30, 2024	SELL	$49.45 - $54.43 $11.3 Million - $12.4 Million	-227,679 Reduced 75.19%	75,145 $4.09 Billion
Q4 2023 Jan 05, 2024	BUY	$42.71 - $53.09 $12.9 Million - $16.1 Million	302,824 New	302,824 $13.8 Billion

Others Institutions Holding DFAT

# of Institutions

682

Shares Held

159M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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Valued Wealth Advisors LLC Dimensional ETF Tr U S Target Transaction History