Clearstead Advisors, LLC Dimensional ETF Tr U S Target Transaction History

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Clearstead Advisors, LLC holds 2,499 shares of DFAT stock, worth $142,293. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,499
Previous 5,605 55.41%
Holding current value
$142,293
Previous $302,000 51.99%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 10, 2025
SELL
$53.36 - $59.69 $165,736 - $185,397
-3,106 Reduced 55.41%
2,499 $145,000
Q4 2023

Feb 12, 2024
BUY
$42.71 - $53.09 $132,657 - $164,897
3,106 Added 124.29%
5,605 $293,000
Q2 2023

Aug 07, 2023
BUY
$41.44 - $46.39 $79,772 - $89,300
1,925 Added 335.37%
2,499 $115,000
Q1 2023

May 09, 2023
BUY
$42.38 - $49.75 $24,326 - $28,556
574 New
574 $25,000

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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