Websterrogers Financial Advisors, LLC Dimensional ETF Tr U S Target Transaction History

Websterrogers Financial Advisors, LLC

$279 Million
Q3 2024

A detailed history of Websterrogers Financial Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 28,370 shares of DFAT stock, worth $1.65 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

28,370

Previous 30,027 5.52%

Holding current value

$1.65 Million

Previous $1.56 Million 1.35%

% of portfolio

0.57%

Previous 0.57%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$51.0 - $57.07 $84,507 - $94,564	-1,657 Reduced 5.52%	28,370 $1.58 Million
Q2 2024 Jul 12, 2024	SELL	$50.18 - $54.47 $19,369 - $21,025	-386 Reduced 1.27%	30,027 $1.56 Million
Q1 2024 May 14, 2024	SELL	$49.45 - $54.43 $27,049 - $29,773	-547 Reduced 1.77%	30,413 $1.66 Million
Q4 2023 Feb 14, 2024	SELL	$42.71 - $53.09 $18,664 - $23,200	-437 Reduced 1.39%	30,960 $1.62 Million
Q3 2023 Nov 01, 2023	SELL	$45.07 - $49.71 $17,351 - $19,138	-385 Reduced 1.21%	31,397 $1.43 Million
Q2 2023 Jul 26, 2023	SELL	$41.44 - $46.39 $171,437 - $191,915	-4,137 Reduced 11.52%	31,782 $1.47 Million
Q1 2023 May 03, 2023	SELL	$42.38 - $49.75 $19,071 - $22,387	-450 Reduced 1.24%	35,919 $1.6 Million
Q4 2022 Feb 06, 2023	SELL	$40.24 - $46.91 $34,083 - $39,732	-847 Reduced 2.28%	36,369 $1.6 Million
Q3 2022 Oct 26, 2022	SELL	$38.84 - $46.6 $53,094 - $63,702	-1,367 Reduced 3.54%	37,216 $1.45 Million
Q2 2022 Jul 25, 2022	SELL	$39.72 - $47.15 $41,785 - $49,601	-1,052 Reduced 2.65%	38,583 $1.55 Million
Q1 2022 Apr 14, 2022	BUY	$44.35 - $48.64 $407,221 - $446,612	9,182 Added 30.15%	39,635 $1.85 Million
Q4 2021 Jan 24, 2022	SELL	$44.48 - $49.36 $438,127 - $486,196	-9,850 Reduced 24.44%	30,453 $1.45 Million
Q3 2021 Oct 12, 2021	BUY	$41.66 - $45.84 $708 - $779	17 Added 0.04%	40,303 $1.79 Million
Q2 2021 Aug 05, 2021	BUY	$43.52 - $46.03 $1.75 Million - $1.85 Million	40,286 New	40,286 $1.68 Million

Others Institutions Holding DFAT

# of Institutions

666

Shares Held

156M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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Websterrogers Financial Advisors, LLC Dimensional ETF Tr U S Target Transaction History