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

Wealthspan Partners, LLC

$204 Million
Q4 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 21,276 shares of DFAT stock, worth $1.23 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

21,276

Previous 21,191 0.4%

Holding current value

$1.23 Million

Previous $1.18 Million 0.51%

% of portfolio

0.58%

Previous 0.6%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$54.54 - $61.04 $4,635 - $5,188	85 Added 0.4%	21,276 $1.18 Million
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

682

Shares Held

159M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspan Partners, LLC with notifications on news.

Account

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