Vertex Planning Partners, LLC Dimensional ETF Tr U S Target Transaction History

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 4,951 shares of DFAT stock, worth $281,909. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,951
Previous 4,602 7.58%
Holding current value
$281,909
Previous $248 Million 16.06%
% of portfolio
0.06%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 18, 2025
BUY
$53.36 - $59.69 $18,622 - $20,831
349 Added 7.58%
4,951 $288 Million
Q2 2025

Aug 13, 2025
BUY
$44.8 - $53.97 $28,358 - $34,163
633 Added 15.95%
4,602 $248 Million
Q1 2025

May 14, 2025
BUY
$50.44 - $58.1 $200,196 - $230,598
3,969 New
3,969 $204 Million

Others Institutions Holding DFAT

# of Institutions
808
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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