New England Private Wealth Advisors LLC Dimensional ETF Tr U S Target Transaction History

New England Private Wealth Advisors LLC

$727 Million
Q3 2025

A detailed history of New England Private Wealth Advisors LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 176,579 shares of DFAT stock, worth $10.1 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares

176,579

Previous 180,090 1.95%

Holding current value

$10.1 Million

Previous $9.72 Million 5.77%

% of portfolio

1.41%

Previous 1.51%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$53.36 - $59.69 $187,346 - $209,571	-3,511 Reduced 1.95%	176,579 $10.3 Million
Q2 2025 Aug 07, 2025	SELL	$44.8 - $53.97 $3.91 Million - $4.71 Million	-87,289 Reduced 32.65%	180,090 $9.72 Million
Q1 2025 May 08, 2025	SELL	$50.44 - $58.1 $147,637 - $170,058	-2,927 Reduced 1.08%	267,379 $13.8 Million
Q4 2024 Feb 07, 2025	SELL	$54.54 - $61.04 $310,059 - $347,012	-5,685 Reduced 2.06%	270,306 $15 Million
Q3 2024 Nov 07, 2024	SELL	$51.0 - $57.07 $611,592 - $684,383	-11,992 Reduced 4.16%	275,991 $15.4 Million

Q2 2024 Aug 07, 2024	SELL	$50.18 - $54.47 $122,539 - $133,015	-2,442 Reduced 0.84%	287,983 $14.9 Million
Q1 2024 May 08, 2024	BUY	$49.45 - $54.43 $135,493 - $149,138	2,740 Added 0.95%	290,425 $15.8 Million
Q4 2023 Feb 02, 2024	BUY	$42.71 - $53.09 $159,948 - $198,822	3,745 Added 1.32%	287,685 $15.1 Million
Q3 2023 Nov 07, 2023	SELL	$45.07 - $49.71 $90 - $99	-2 Reduced -0.0%	283,940 $13 Million
Q2 2023 Aug 11, 2023	SELL	$41.44 - $46.39 $95,229 - $106,604	-2,298 Reduced 0.8%	283,942 $13.2 Million
Q1 2023 May 04, 2023	BUY	$42.38 - $49.75 $3.83 Million - $4.5 Million	90,385 Added 46.15%	286,240 $12.7 Million
Q4 2022 Feb 08, 2023	BUY	$40.24 - $46.91 $237,576 - $276,956	5,904 Added 3.11%	195,855 $8.61 Million
Q3 2022 Nov 09, 2022	SELL	$38.84 - $46.6 $2.75 Million - $3.3 Million	-70,881 Reduced 27.17%	189,951 $7.4 Million
Q2 2022 Aug 11, 2022	SELL	$39.72 - $47.15 $953 - $1,131	-24 Reduced 0.01%	260,832 $12.1 Million
Q1 2022 May 06, 2022	BUY	$44.35 - $48.64 $2.32 Million - $2.54 Million	52,199 Added 25.02%	260,856 $12.1 Million
Q4 2021 Feb 08, 2022	BUY	$44.48 - $49.36 $8.9 Million - $9.88 Million	200,126 Added 2345.87%	208,657 $9.92 Million
Q3 2021 Nov 02, 2021	BUY	$41.66 - $45.84 $791 - $870	19 Added 0.22%	8,531 $379,000
Q2 2021 Aug 12, 2021	BUY	$43.52 - $46.03 $370,442 - $391,807	8,512 New	8,512 $381,000

Others Institutions Holding DFAT

# of Institutions

814

Shares Held

171M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New England Private Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New England Private Wealth Advisors LLC with notifications on news.

Account

New England Private Wealth Advisors LLC Dimensional ETF Tr U S Target Transaction History