Wealthstream Advisors, Inc. Dimensional ETF Tr U S Target Transaction History

Wealthstream Advisors, Inc.

$512 Million
Q1 2025

A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 71,981 shares of DFAT stock, worth $4.03 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

71,981

Previous 73,138 1.58%

Holding current value

$4.03 Million

Previous $4.07 Million 8.94%

% of portfolio

0.72%

Previous 0.78%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$50.44 - $58.1 $58,359 - $67,221	-1,157 Reduced 1.58%	71,981 $3.71 Million
Q4 2024 Feb 04, 2025	SELL	$54.54 - $61.04 $291,079 - $325,770	-5,337 Reduced 6.8%	73,138 $4.07 Million
Q3 2024 Nov 06, 2024	SELL	$51.0 - $57.07 $108,630 - $121,559	-2,130 Reduced 2.64%	78,475 $4.37 Million
Q2 2024 Jul 29, 2024	SELL	$50.18 - $54.47 $58,560 - $63,566	-1,167 Reduced 1.43%	80,605 $4.18 Million
Q1 2024 May 08, 2024	SELL	$49.45 - $54.43 $33,477 - $36,849	-677 Reduced 0.82%	81,772 $4.45 Million
Q4 2023 Feb 12, 2024	SELL	$42.71 - $53.09 $293,374 - $364,675	-6,869 Reduced 7.69%	82,449 $4.31 Million
Q1 2023 May 02, 2023	SELL	$42.38 - $49.75 $33,480 - $39,302	-790 Reduced 0.88%	89,318 $3.97 Million
Q4 2022 Feb 02, 2023	BUY	$40.24 - $46.91 $37,262 - $43,438	926 Added 1.04%	90,108 $3.96 Million
Q3 2022 Oct 28, 2022	SELL	$38.84 - $46.6 $13,827 - $16,589	-356 Reduced 0.4%	89,182 $3.48 Million
Q2 2022 Aug 05, 2022	SELL	$39.72 - $47.15 $13,425 - $15,936	-338 Reduced 0.38%	89,538 $3.6 Million
Q1 2022 May 10, 2022	SELL	$44.35 - $48.64 $19,159 - $21,012	-432 Reduced 0.48%	89,876 $4.19 Million
Q4 2021 Feb 09, 2022	BUY	$44.48 - $49.36 $4.02 Million - $4.46 Million	90,308 New	90,308 $4.29 Million

Others Institutions Holding DFAT

# of Institutions

778

Shares Held

170M

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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Wealthstream Advisors, Inc. Dimensional ETF Tr U S Target Transaction History