Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Dimensional ETF Tr U S Target Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.65 Billion
Q4 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 858,363 shares of DFAT stock, worth $49.4 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

858,363

Previous 846,284 1.43%

Holding current value

$49.4 Million

Previous $47.1 Million 1.48%

% of portfolio

1.31%

Previous 1.33%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$54.54 - $61.04 $658,788 - $737,302	12,079 Added 1.43%	858,363 $47.8 Million
Q3 2024 Oct 31, 2024	BUY	$51.0 - $57.07 $327,879 - $366,903	6,429 Added 0.77%	846,284 $47.1 Million
Q2 2024 Aug 09, 2024	SELL	$50.18 - $54.47 $813,467 - $883,013	-16,211 Reduced 1.89%	839,855 $43.6 Million
Q1 2024 May 06, 2024	BUY	$49.45 - $54.43 $366,523 - $403,435	7,412 Added 0.87%	856,066 $46.6 Million
Q4 2023 Feb 06, 2024	BUY	$42.71 - $53.09 $622,968 - $774,370	14,586 Added 1.75%	848,654 $44.4 Million
Q3 2023 Nov 02, 2023	BUY	$45.07 - $49.71 $288,402 - $318,094	6,399 Added 0.77%	834,068 $38.1 Million
Q2 2023 Aug 11, 2023	BUY	$41.44 - $46.39 $874,591 - $979,060	21,105 Added 2.62%	827,669 $38.4 Million
Q1 2023 May 09, 2023	BUY	$42.38 - $49.75 $2.26 Million - $2.65 Million	53,285 Added 7.07%	806,564 $35.9 Million
Q4 2022 Feb 07, 2023	SELL	$40.24 - $46.91 $770,877 - $898,654	-19,157 Reduced 2.48%	753,279 $33.1 Million
Q3 2022 Nov 02, 2022	BUY	$38.84 - $46.6 $2.29 Million - $2.74 Million	58,866 Added 8.25%	772,436 $30.1 Million
Q2 2022 Aug 02, 2022	BUY	$39.72 - $47.15 $2.74 Million - $3.25 Million	68,968 Added 10.7%	713,570 $28.7 Million
Q1 2022 May 13, 2022	BUY	$44.35 - $48.64 $1.01 Million - $1.1 Million	22,690 Added 3.65%	644,602 $30 Million
Q4 2021 Feb 14, 2022	BUY	$44.48 - $49.36 $821,412 - $911,531	18,467 Added 3.06%	621,912 $29.6 Million
Q3 2021 Nov 02, 2021	BUY	$41.66 - $45.84 $1.1 Million - $1.21 Million	26,291 Added 4.56%	603,445 $26.8 Million
Q2 2021 Aug 12, 2021	BUY	$43.52 - $46.03 $25.1 Million - $26.6 Million	577,154 New	577,154 $25.9 Million

Others Institutions Holding DFAT

# of Institutions

677

Shares Held

158M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Dimensional ETF Tr U S Target Transaction History