Liberty Wealth Management LLC Dimensional ETF Tr U S Target Transaction History

Liberty Wealth Management LLC

$677 Million
Q3 2025

A detailed history of Liberty Wealth Management LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Liberty Wealth Management LLC holds 140,005 shares of DFAT stock, worth $7.97 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

140,005

Previous 139,814 0.14%

Holding current value

$7.97 Million

Previous $7.54 Million 8.02%

% of portfolio

1.2%

Previous 1.24%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$53.36 - $59.69 $10,191 - $11,400	191 Added 0.14%	140,005 $8.15 Million
Q2 2025 Aug 01, 2025	SELL	$44.8 - $53.97 $13,843 - $16,676	-309 Reduced 0.22%	139,814 $7.54 Million
Q1 2025 May 12, 2025	SELL	$50.44 - $58.1 $24.1 Million - $27.8 Million	-477,750 Reduced 77.32%	140,123 $7.21 Million
Q1 2025 May 08, 2025	BUY	$50.44 - $58.1 $24.1 Million - $27.8 Million	478,543 Added 343.46%	617,873 $31.8 Million
Q4 2024 Feb 07, 2025	SELL	$54.54 - $61.04 $111,861 - $125,193	-2,051 Reduced 1.45%	139,330 $7.76 Million

Q3 2024 Nov 01, 2024	SELL	$51.0 - $57.07 $12 Million - $13.4 Million	-234,790 Reduced 62.42%	141,381 $7.87 Million
Q2 2024 Aug 06, 2024	BUY	$50.18 - $54.47 $11.7 Million - $12.7 Million	233,658 Added 163.96%	376,171 $7.25 Million
Q1 2024 May 02, 2024	SELL	$49.45 - $54.43 $34,367 - $37,828	-695 Reduced 0.49%	142,513 $7.76 Million
Q4 2023 Feb 08, 2024	SELL	$42.71 - $53.09 $65,602 - $81,546	-1,536 Reduced 1.06%	143,208 $7.49 Million
Q3 2023 Nov 13, 2023	SELL	$45.07 - $49.71 $55,345 - $61,043	-1,228 Reduced 0.84%	144,744 $6.61 Million
Q2 2023 Aug 10, 2023	SELL	$41.44 - $46.39 $430,478 - $481,899	-10,388 Reduced 6.64%	145,972 $6.77 Million
Q1 2023 May 03, 2023	SELL	$42.38 - $49.75 $3.68 Million - $4.32 Million	-86,827 Reduced 35.7%	156,360 $6.96 Million
Q3 2022 Nov 15, 2022	BUY	$38.84 - $46.6 $7.04 Million - $8.44 Million	181,184 Added 292.22%	243,187 $9.47 Million
Q2 2022 Aug 15, 2022	BUY	$39.72 - $47.15 $124,005 - $147,202	3,122 Added 5.3%	62,003 $2.49 Million
Q1 2022 May 09, 2022	BUY	$44.35 - $48.64 $2.61 Million - $2.86 Million	58,881 New	58,881 $2.72 Million
Q4 2021 Feb 15, 2022	SELL	$44.48 - $49.36 $84,156 - $93,389	-1,892 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$41.66 - $45.84 $166 - $183	4 Added 0.21%	1,892 $84,000
Q2 2021 Aug 13, 2021	SELL	$43.52 - $46.03 $3.6 Million - $3.81 Million	-82,709 Reduced 97.77%	1,888 $85,000
Q2 2021 Aug 13, 2021	BUY	$43.52 - $46.03 $3.68 Million - $3.89 Million	84,597 New	84,597 $1.89 Million

Others Institutions Holding DFAT

# of Institutions

807

Shares Held

169M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

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Liberty Wealth Management LLC Dimensional ETF Tr U S Target Transaction History