Vertex Planning Partners, LLC Dimensional ETF Tr U S Target Transaction History

Vertex Planning Partners, LLC

  • $479 Billion
  • Q2 2025

A detailed history of Vertex Planning Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 4,602 shares of DFAT stock, worth $262,083. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,602
Previous 3,969 15.95%
Holding current value
$262,083
Previous $204 Million 21.51%
% of portfolio
0.05%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$44.8 - $53.97 $28,358 - $34,163
633 Added 15.95%
4,602 $248 Million
Q1 2025

May 14, 2025
BUY
$50.44 - $58.1 $200,196 - $230,598
3,969 New
3,969 $204 Million

Others Institutions Holding DFAT

# of Institutions
801
Shares Held
173M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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