Rooted Wealth Advisors, Inc. Dimensional ETF Tr U S Target Transaction History

Rooted Wealth Advisors, Inc.

$256 Million
Q4 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 56,288 shares of DFAT stock, worth $2.93 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

56,288

Previous 49,874 12.86%

Holding current value

$2.93 Million

Previous $2.74 Million 14.5%

% of portfolio

1.23%

Previous 1.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$54.54 - $61.04 $349,819 - $391,510	6,414 Added 12.86%	56,288 $3.13 Million
Q3 2024 Nov 12, 2024	BUY	$51.0 - $57.07 $459,306 - $513,972	9,006 Added 22.04%	49,874 $2.74 Million
Q2 2024 Jul 25, 2024	BUY	$50.18 - $54.47 $200,569 - $217,716	3,997 Added 10.84%	40,868 $2.26 Million
Q1 2024 Apr 17, 2024	BUY	$49.45 - $54.43 $49,103 - $54,048	993 Added 2.77%	36,871 $1.96 Million
Q4 2023 Feb 07, 2024	BUY	$42.71 - $53.09 $129,240 - $160,650	3,026 Added 9.21%	35,878 $1.8 Million
Q3 2023 Nov 21, 2023	BUY	$45.07 - $49.71 $1.48 Million - $1.63 Million	32,852 New	32,852 $1.54 Million

Others Institutions Holding DFAT

# of Institutions

749

Shares Held

168M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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Rooted Wealth Advisors, Inc. Dimensional ETF Tr U S Target Transaction History