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

Wealth Management Strategies, Inc.

  • $145 Million
  • Q1 2025

A detailed history of Wealth Management Strategies, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 10,254 shares of DFAT stock, worth $591,040. This represents 0.36% of its overall portfolio holdings.

Number of Shares
10,254
Previous 10,224 0.29%
Holding current value
$591,040
Previous $569,000 7.38%
% of portfolio
0.36%
Previous 0.44%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$50.44 - $58.1 $1,513 - $1,743
30 Added 0.29%
10,254 $527,000
Q4 2024

Feb 20, 2025
BUY
$54.54 - $61.04 $557,616 - $624,072
10,224 New
10,224 $569,000

Others Institutions Holding DFAT

# of Institutions
792
Shares Held
171M
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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