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

Wmg Financial Advisors, LLC

  • $273 Million
  • Q3 2025

A detailed history of Wmg Financial Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 6,518 shares of DFAT stock, worth $371,134. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,518
Previous 6,689 2.56%
Holding current value
$371,134
Previous $360,000 5.28%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Oct 23, 2025
SELL
$53.36 - $59.69 $9,124 - $10,206
-171 Reduced 2.56%
6,518 $379,000
Q2 2025

Jul 24, 2025
SELL
$44.8 - $53.97 $63,033 - $75,935
-1,407 Reduced 17.38%
6,689 $360,000
Q1 2025

May 06, 2025
SELL
$50.44 - $58.1 $12,963 - $14,931
-257 Reduced 3.08%
8,096 $416,000
Q4 2024

Feb 06, 2025
SELL
$54.54 - $61.04 $56,503 - $63,237
-1,036 Reduced 11.03%
8,353 $464,000
Q3 2024

Oct 31, 2024
SELL
$51.0 - $57.07 $45,492 - $50,906
-892 Reduced 8.68%
9,389 $522,000
Q2 2024

Jul 30, 2024
SELL
$50.18 - $54.47 $184,812 - $200,613
-3,683 Reduced 26.37%
10,281 $533,000
Q1 2024

May 07, 2024
SELL
$49.45 - $54.43 $38,768 - $42,673
-784 Reduced 5.32%
13,964 $760,000
Q4 2023

Feb 08, 2024
SELL
$42.71 - $53.09 $247,760 - $307,975
-5,801 Reduced 28.23%
14,748 $771,000
Q2 2023

Aug 03, 2023
BUY
$41.44 - $46.39 $208,567 - $233,480
5,033 Added 32.44%
20,549 $953,000
Q1 2023

Apr 18, 2023
SELL
$42.38 - $49.75 $887,945 - $1.04 Million
-20,952 Reduced 57.45%
15,516 $690,000
Q4 2022

Feb 10, 2023
BUY
$40.24 - $46.91 $53,599 - $62,484
1,332 Added 3.79%
36,468 $1.6 Million
Q3 2022

Oct 18, 2022
BUY
$38.84 - $46.6 $130,114 - $156,110
3,350 Added 10.54%
35,136 $1.37 Million
Q2 2022

Aug 08, 2022
BUY
$39.72 - $47.15 $222,153 - $263,709
5,593 Added 21.35%
31,786 $1.28 Million
Q1 2022

Apr 18, 2022
BUY
$44.35 - $48.64 $314,308 - $344,711
7,087 Added 37.09%
26,193 $1.22 Million
Q4 2021

Feb 14, 2022
BUY
$44.48 - $49.36 $849,834 - $943,072
19,106 New
19,106 $910,000

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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