Vance Wealth, Inc. Dimensional ETF Tr U S Target Transaction History

Vance Wealth, Inc.

$261 Million
Q1 2025

A detailed history of Vance Wealth, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Vance Wealth, Inc. holds 141,071 shares of DFAT stock, worth $7.41 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares

141,071

Previous 10,474 1246.87%

Holding current value

$7.41 Million

Previous $582,000 1147.94%

% of portfolio

2.79%

Previous 0.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$50.44 - $58.1 $6.59 Million - $7.59 Million	130,597 Added 1246.87%	141,071 $7.26 Million
Q4 2024 Feb 13, 2025	SELL	$54.54 - $61.04 $143,385 - $160,474	-2,629 Reduced 20.06%	10,474 $582,000
Q3 2024 Nov 08, 2024	BUY	$51.0 - $57.07 $40,902 - $45,770	802 Added 6.52%	13,103 $728,000
Q2 2024 Aug 02, 2024	BUY	$50.18 - $54.47 $2,258 - $2,451	45 Added 0.37%	12,301 $638,000
Q1 2024 Apr 30, 2024	BUY	$49.45 - $54.43 $36,494 - $40,169	738 Added 6.41%	12,256 $667,000
Q4 2023 Feb 05, 2024	BUY	$42.71 - $53.09 $194,800 - $242,143	4,561 Added 65.56%	11,518 $602,000
Q3 2023 Nov 03, 2023	BUY	$45.07 - $49.71 $96,720 - $106,677	2,146 Added 44.61%	6,957 $317,000
Q2 2023 Aug 02, 2023	BUY	$41.44 - $46.39 $199,367 - $223,182	4,811 New	4,811 $223,000

Others Institutions Holding DFAT

# of Institutions

770

Shares Held

168M

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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