Summit Financial Strategies, Inc. Dimensional ETF Tr U S Target Transaction History

Summit Financial Strategies, Inc.

  • $1.1 Billion
  • Q4 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 412,629 shares of DFAT stock, worth $23.5 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares
412,629
Previous 387,662 6.44%
Holding current value
$23.5 Million
Previous $22.6 Million 4.12%
% of portfolio
2.14%
Previous 2.1%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
BUY
$55.75 - $58.83 $1.39 Million - $1.47 Million
24,967 Added 6.44%
412,629 $23.5 Million
Q3 2025

Oct 22, 2025
BUY
$53.36 - $59.69 $857,175 - $958,860
16,064 Added 4.32%
387,662 $22.6 Million
Q2 2025

Jul 17, 2025
BUY
$44.8 - $53.97 $2 Million - $2.41 Million
44,578 Added 13.63%
371,598 $20.1 Million
Q1 2025

May 12, 2025
BUY
$50.44 - $58.1 $745,856 - $859,124
14,787 Added 4.74%
327,020 $16.8 Million
Q4 2024

Jan 22, 2025
BUY
$54.54 - $61.04 $1.33 Million - $1.49 Million
24,461 Added 8.5%
312,233 $17.4 Million
Q3 2024

Oct 16, 2024
BUY
$51.0 - $57.07 $1.47 Million - $1.64 Million
28,807 Added 11.12%
287,772 $16 Million
Q2 2024

Jul 19, 2024
BUY
$50.18 - $54.47 $1.58 Million - $1.71 Million
31,408 Added 13.8%
258,965 $13.4 Million
Q1 2024

May 09, 2024
BUY
$49.45 - $54.43 $1.72 Million - $1.89 Million
34,688 Added 17.99%
227,557 $12.4 Million
Q4 2023

Feb 13, 2024
BUY
$42.71 - $53.09 $7.81 Million - $9.7 Million
182,760 Added 1807.89%
192,869 $10.1 Million
Q3 2023

Oct 24, 2023
BUY
$45.07 - $49.71 $69,813 - $77,000
1,549 Added 18.1%
10,109 $461,000
Q2 2023

Jul 21, 2023
SELL
$41.44 - $46.39 $86,360 - $96,676
-2,084 Reduced 19.58%
8,560 $397,000
Q1 2023

Apr 21, 2023
SELL
$42.38 - $49.75 $2,542 - $2,985
-60 Reduced 0.56%
10,644 $473,000
Q4 2022

Jan 20, 2023
BUY
$40.24 - $46.91 $112,470 - $131,113
2,795 Added 35.34%
10,704 $0
Q3 2022

Oct 21, 2022
BUY
$38.84 - $46.6 $307,185 - $368,559
7,909 New
7,909 $308,000
Q3 2021

Nov 10, 2021
SELL
$41.66 - $45.84 $241,669 - $265,917
-5,801 Closed
0 $0
Q2 2021

Aug 11, 2021
BUY
$43.52 - $46.03 $252,459 - $267,020
5,801 New
5,801 $260,000

Others Institutions Holding DFAT

# of Institutions
814
Shares Held
170M
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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