Rise Advisors, LLC Dimensional ETF Tr U S Target Transaction History

Rise Advisors, LLC

$206 Million
Q4 2024

A detailed history of Rise Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Rise Advisors, LLC holds 158,034 shares of DFAT stock, worth $8.63 Million. This represents 4.27% of its overall portfolio holdings.

Number of Shares

158,034

Previous 158,925 0.56%

Holding current value

$8.63 Million

Previous $8.84 Million 0.5%

% of portfolio

4.27%

Previous 4.28%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 07, 2025	SELL	$54.54 - $61.04 $48,595 - $54,386	-891 Reduced 0.56%	158,034 $8.8 Million
Q3 2024 Oct 11, 2024	BUY	$51.0 - $57.07 $587,367 - $657,275	11,517 Added 7.81%	158,925 $8.84 Million
Q2 2024 Jul 09, 2024	SELL	$50.18 - $54.47 $349,854 - $379,764	-6,972 Reduced 4.52%	147,408 $7.65 Million
Q1 2024 Apr 09, 2024	BUY	$49.45 - $54.43 $174,162 - $191,702	3,522 Added 2.33%	154,380 $8.4 Million
Q4 2023 Jan 10, 2024	BUY	$42.71 - $53.09 $379,990 - $472,341	8,897 Added 6.27%	150,858 $7.89 Million
Q3 2023 Oct 10, 2023	BUY	$45.07 - $49.71 $530,699 - $585,335	11,775 Added 9.04%	141,961 $6.49 Million
Q2 2023 Jul 10, 2023	BUY	$41.44 - $46.39 $591,887 - $662,588	14,283 Added 12.32%	130,186 $6.04 Million
Q1 2023 Apr 05, 2023	BUY	$42.38 - $49.75 $17,545 - $20,596	414 Added 0.36%	115,903 $5.16 Million
Q4 2022 Jan 06, 2023	BUY	$40.24 - $46.91 $76,415 - $89,082	1,899 Added 1.67%	115,489 $0
Q3 2022 Oct 11, 2022	BUY	$38.84 - $46.6 $195,326 - $234,351	5,029 Added 4.63%	113,590 $4.43 Million
Q2 2022 Jul 28, 2022	BUY	$39.72 - $47.15 $88,138 - $104,625	2,219 Added 2.09%	108,561 $4.37 Million
Q1 2022 Apr 22, 2022	BUY	$44.35 - $48.64 $4.72 Million - $5.17 Million	106,342 New	106,342 $4.95 Million

Others Institutions Holding DFAT

# of Institutions

668

Shares Held

156M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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Rise Advisors, LLC Dimensional ETF Tr U S Target Transaction History