Whalen Wealth Management Inc. Dimensional ETF Tr U S Target Transaction History

Whalen Wealth Management Inc.

  • $150 Billion
  • Q1 2025

A detailed history of Whalen Wealth Management Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 5,623 shares of DFAT stock, worth $295,544. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,623
Previous 5,606 0.3%
Holding current value
$295,544
Previous $312 Million 7.21%
% of portfolio
0.19%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$50.44 - $58.1 $857 - $987
17 Added 0.3%
5,623 $290 Million
Q4 2024

Jan 17, 2025
BUY
$54.54 - $61.04 $1,145 - $1,281
21 Added 0.38%
5,606 $312 Million
Q3 2024

Nov 07, 2024
BUY
$51.0 - $57.07 $1,020 - $1,141
20 Added 0.36%
5,585 $311 Million
Q2 2024

Aug 01, 2024
BUY
$50.18 - $54.47 $1,154 - $1,252
23 Added 0.42%
5,565 $289 Million
Q4 2023

Feb 13, 2024
BUY
$42.71 - $53.09 $236,698 - $294,224
5,542 New
5,542 $290 Million

Others Institutions Holding DFAT

# of Institutions
771
Shares Held
168M
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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