Legacy Capital Wealth Partners, LLC Dimensional ETF Tr U S Target Transaction History

Legacy Capital Wealth Partners, LLC

  • $458 Million
  • Q4 2025

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 18,520 shares of DFAT stock, worth $1.05 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
18,520
Previous 16,598 11.58%
Holding current value
$1.05 Million
Previous $966,000 9.11%
% of portfolio
0.23%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$55.75 - $58.83 $107,151 - $113,071
1,922 Added 11.58%
18,520 $1.05 Million
Q3 2025

Nov 13, 2025
BUY
$53.36 - $59.69 $126,783 - $141,823
2,376 Added 16.71%
16,598 $966,000
Q2 2025

Aug 13, 2025
BUY
$44.8 - $53.97 $637,145 - $767,561
14,222 New
14,222 $767,000

Others Institutions Holding DFAT

# of Institutions
808
Shares Held
170M
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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