Ml & R Wealth Management LLC Dimensional ETF Tr U S Target Transaction History

Ml & R Wealth Management LLC

  • $435 Million
  • Q1 2024

A detailed history of Ml & R Wealth Management LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 813,319 shares of DFAT stock, worth $44.4 Million. This represents 10.18% of its overall portfolio holdings.

Number of Shares
813,319
Previous 862,018 5.65%
Holding current value
$44.4 Million
Previous $45.1 Million 1.86%
% of portfolio
10.18%
Previous 10.22%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$49.45 - $54.43 $2.41 Million - $2.65 Million
-48,699 Reduced 5.65%
813,319 $44.3 Million
Q4 2023

Feb 09, 2024
BUY
$42.71 - $53.09 $1.33 Million - $1.66 Million
31,233 Added 3.76%
862,018 $45.1 Million
Q3 2023

Nov 02, 2023
BUY
$45.07 - $49.71 $356,233 - $392,907
7,904 Added 0.96%
830,785 $38 Million
Q2 2023

Aug 08, 2023
BUY
$41.44 - $46.39 $380,584 - $426,045
9,184 Added 1.13%
822,881 $38.2 Million
Q1 2023

May 05, 2023
BUY
$42.38 - $49.75 $1.79 Million - $2.1 Million
42,207 Added 5.47%
813,697 $36.2 Million
Q4 2022

Feb 06, 2023
BUY
$40.24 - $46.91 $410,528 - $478,575
10,202 Added 1.34%
771,490 $33.9 Million
Q3 2022

Oct 26, 2022
BUY
$38.84 - $46.6 $605,981 - $727,053
15,602 Added 2.09%
761,288 $29.7 Million
Q2 2022

Jul 25, 2022
SELL
$39.72 - $47.15 $429,412 - $509,738
-10,811 Reduced 1.43%
745,686 $30 Million
Q1 2022

Apr 18, 2022
BUY
$44.35 - $48.64 $1.52 Million - $1.67 Million
34,290 Added 4.75%
756,497 $35.2 Million
Q4 2021

Feb 02, 2022
BUY
$44.48 - $49.36 $32.1 Million - $35.6 Million
722,207 New
722,207 $34.3 Million

Others Institutions Holding DFAT

# of Institutions
668
Shares Held
156M
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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