Wealthspan Partners, LLC Dimensional ETF Tr U S Target Transaction History

Wealthspan Partners, LLC

$179 Million
Q2 2024

A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Wealthspan Partners, LLC holds 21,191 shares of DFAT stock, worth $1.17 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

21,191

Previous 21,866 3.09%

Holding current value

$1.17 Million

Previous $1.19 Million 7.65%

% of portfolio

0.62%

Previous 0.71%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$50.18 - $54.47 $33,871 - $36,767	-675 Reduced 3.09%	21,191 $1.1 Million
Q1 2024 Apr 29, 2024	BUY	$49.45 - $54.43 $32,686 - $35,978	661 Added 3.12%	21,866 $1.19 Million
Q4 2023 Jan 29, 2024	BUY	$42.71 - $53.09 $50,739 - $63,070	1,188 Added 5.93%	21,205 $1.11 Million
Q3 2023 Nov 01, 2023	BUY	$45.07 - $49.71 $48,044 - $52,990	1,066 Added 5.63%	20,017 $914,000
Q2 2023 Aug 08, 2023	BUY	$41.44 - $46.39 $72,064 - $80,672	1,739 Added 10.1%	18,951 $879,000
Q1 2023 Apr 21, 2023	BUY	$42.38 - $49.75 $175,792 - $206,363	4,148 Added 31.75%	17,212 $765,000
Q4 2022 Feb 13, 2023	BUY	$40.24 - $46.91 $274,155 - $319,597	6,813 Added 108.99%	13,064 $574,000
Q3 2022 Nov 14, 2022	BUY	$38.84 - $46.6 $242,788 - $291,296	6,251 New	6,251 $244,000

Others Institutions Holding DFAT

# of Institutions

649

Shares Held

156M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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Wealthspan Partners, LLC Dimensional ETF Tr U S Target Transaction History