Mowery & Schoenfeld Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $51.4 Billion
  • Q4 2024

A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 644 shares of DFAT stock, worth $33,848. This represents 0.07% of its overall portfolio holdings.

Number of Shares
644
Previous 4,350 85.2%
Holding current value
$33,848
Previous $242 Million 85.19%
% of portfolio
0.07%
Previous 0.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$54.54 - $61.04 $202,125 - $226,214
-3,706 Reduced 85.2%
644 $35.8 Million
Q4 2023

May 14, 2024
BUY
$42.71 - $53.09 $185,788 - $230,941
4,350 New
4,350 $228 Million

Others Institutions Holding DFAT

# of Institutions
753
Shares Held
168M
Call Options Held
500
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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