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

Wealthspan Partners, LLC

  • $238 Million
  • Q3 2025

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 16,634 shares of DFAT stock, worth $947,139. This represents 0.41% of its overall portfolio holdings.

Number of Shares
16,634
Previous 16,501 0.81%
Holding current value
$947,139
Previous $890,000 8.76%
% of portfolio
0.41%
Previous 0.4%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$53.36 - $59.69 $7,096 - $7,938
133 Added 0.81%
16,634 $968,000
Q2 2025

Jul 28, 2025
SELL
$44.8 - $53.97 $210,067 - $253,065
-4,689 Reduced 22.13%
16,501 $890,000
Q1 2025

Apr 21, 2025
SELL
$50.44 - $58.1 $4,337 - $4,996
-86 Reduced 0.4%
21,190 $1.09 Million
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
807
Shares Held
169M
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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