Klingman & Associates, LLC Dimensional ETF Tr U S Target Transaction History

Klingman & Associates, LLC

$1.97 Billion
Q3 2025

A detailed history of Klingman & Associates, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Klingman & Associates, LLC holds 61,618 shares of DFAT stock, worth $3.51 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

61,618

Previous 62,218 0.96%

Holding current value

$3.51 Million

Previous $3.36 Million 6.82%

% of portfolio

0.18%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$53.36 - $59.69 $32,016 - $35,814	-600 Reduced 0.96%	61,618 $3.59 Million
Q1 2024 May 01, 2024	SELL	$49.45 - $54.43 $3,510 - $3,864	-71 Reduced 0.11%	62,218 $3.39 Million
Q4 2023 Jan 29, 2024	SELL	$42.71 - $53.09 $24,857 - $30,898	-582 Reduced 0.93%	62,289 $3.26 Million
Q3 2023 Oct 30, 2023	SELL	$45.07 - $49.71 $9,014 - $9,942	-200 Reduced 0.32%	62,871 $2.87 Million
Q1 2023 May 03, 2023	SELL	$42.38 - $49.75 $3,178 - $3,731	-75 Reduced 0.12%	63,071 $2.81 Million

Q4 2022 Feb 03, 2023	SELL	$40.24 - $46.91 $38,348 - $44,705	-953 Reduced 1.49%	63,146 $2.78 Million
Q2 2022 Jul 27, 2022	SELL	$39.72 - $47.15 $23,117 - $27,441	-582 Reduced 0.9%	64,099 $2.58 Million
Q4 2021 Jan 31, 2022	SELL	$44.48 - $49.36 $10,497 - $11,648	-236 Reduced 0.36%	64,681 $3.07 Million
Q2 2021 Jul 27, 2021	BUY	$43.52 - $46.03 $2.83 Million - $2.99 Million	64,917 New	64,917 $2.91 Million

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

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Klingman & Associates, LLC Dimensional ETF Tr U S Target Transaction History