Delap Wealth Advisory, LLC Dimensional ETF Tr U S Target Transaction History

Delap Wealth Advisory, LLC

$238 Billion
Q3 2025

A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 46,242 shares of DFAT stock, worth $2.63 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

46,242

Previous 46,410 0.36%

Holding current value

$2.63 Million

Previous $2.5 Billion 7.89%

% of portfolio

1.14%

Previous 1.2%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$53.36 - $59.69 $8,964 - $10,027	-168 Reduced 0.36%	46,242 $2.7 Billion
Q2 2025 Jul 28, 2025	BUY	$44.8 - $53.97 $127,231 - $153,274	2,840 Added 6.52%	46,410 $2.5 Billion
Q1 2025 May 08, 2025	SELL	$50.44 - $58.1 $104,209 - $120,034	-2,066 Reduced 4.53%	43,570 $2.24 Billion
Q4 2024 Feb 04, 2025	SELL	$54.54 - $61.04 $51,922 - $58,110	-952 Reduced 2.04%	45,636 $2.54 Billion
Q3 2024 Nov 12, 2024	SELL	$51.0 - $57.07 $2.41 Million - $2.7 Million	-47,228 Reduced 50.34%	46,588 $2.59 Billion

Q2 2024 Aug 13, 2024	BUY	$50.18 - $54.47 $2.25 Million - $2.44 Million	44,862 Added 91.64%	93,816 $4.87 Billion
Q1 2024 May 14, 2024	SELL	$49.45 - $54.43 $1,285 - $1,415	-26 Reduced 0.05%	48,954 $2.66 Billion
Q4 2023 Feb 14, 2024	SELL	$42.71 - $53.09 $25,198 - $31,323	-590 Reduced 1.19%	48,980 $2.56 Billion
Q3 2023 Nov 13, 2023	SELL	$45.07 - $49.71 $33,487 - $36,934	-743 Reduced 1.48%	49,570 $2.26 Billion
Q2 2023 Aug 08, 2023	SELL	$41.44 - $46.39 $154,364 - $172,802	-3,725 Reduced 6.89%	50,313 $2.33 Billion
Q1 2023 May 15, 2023	SELL	$42.38 - $49.75 $107,221 - $125,867	-2,530 Reduced 4.47%	54,038 $2.4 Billion
Q4 2022 Feb 13, 2023	BUY	$40.24 - $46.91 $2.28 Million - $2.65 Million	56,568 New	56,568 $2.49 Billion

Others Institutions Holding DFAT

# of Institutions

807

Shares Held

169M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Delap Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delap Wealth Advisory, LLC with notifications on news.

Account

Delap Wealth Advisory, LLC Dimensional ETF Tr U S Target Transaction History