Investmark Advisory Group LLC Dimensional ETF Tr U S Target Transaction History

Investmark Advisory Group LLC

$202 Million
Q3 2024

A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Investmark Advisory Group LLC holds 39,416 shares of DFAT stock, worth $2.27 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

39,416

Previous 38,921 1.27%

Holding current value

$2.27 Million

Previous $2.02 Million 8.62%

% of portfolio

1.09%

Previous 1.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$51.0 - $57.07 $25,245 - $28,249	495 Added 1.27%	39,416 $2.19 Million
Q2 2024 Aug 14, 2024	BUY	$50.18 - $54.47 $79,836 - $86,661	1,591 Added 4.26%	38,921 $2.02 Million
Q1 2024 May 17, 2024	BUY	$49.45 - $54.43 $13,796 - $15,185	279 Added 0.75%	37,330 $2.03 Million
Q4 2023 Feb 14, 2024	BUY	$42.71 - $53.09 $231,231 - $287,429	5,414 Added 17.11%	37,051 $1.94 Million
Q2 2023 Aug 14, 2023	BUY	$41.44 - $46.39 $52,877 - $59,193	1,276 Added 4.2%	31,637 $1.47 Million
Q1 2023 May 15, 2023	BUY	$42.38 - $49.75 $73,910 - $86,764	1,744 Added 6.09%	30,361 $1.35 Million
Q4 2022 Jan 24, 2023	BUY	$40.24 - $46.91 $144,340 - $168,266	3,587 Added 14.33%	28,617 $0
Q3 2022 Nov 14, 2022	BUY	$38.84 - $46.6 $395,857 - $474,947	10,192 Added 68.69%	25,030 $975,000
Q2 2022 Jul 15, 2022	BUY	$39.72 - $47.15 $126,190 - $149,795	3,177 Added 27.24%	14,838 $596,000
Q1 2022 May 03, 2022	BUY	$44.35 - $48.64 $255,367 - $280,069	5,758 Added 97.54%	11,661 $543,000
Q4 2021 May 03, 2022	BUY	$44.48 - $49.36 $262,565 - $291,372	5,903 New	5,903 $280,000

Others Institutions Holding DFAT

# of Institutions

679

Shares Held

158M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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Investmark Advisory Group LLC Dimensional ETF Tr U S Target Transaction History