Walter & Keenan Wealth Management LLC Dimensional ETF Tr U S Target Transaction History

Walter & Keenan Wealth Management LLC

$355 Million
Q3 2025

A detailed history of Walter & Keenan Wealth Management LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 67,784 shares of DFAT stock, worth $3.86 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

67,784

Previous 68,798 1.47%

Holding current value

$3.86 Million

Previous $3.71 Million 6.28%

% of portfolio

1.11%

Previous 1.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$53.36 - $59.69 $54,107 - $60,525	-1,014 Reduced 1.47%	67,784 $3.95 Million
Q2 2025 Aug 11, 2025	SELL	$44.8 - $53.97 $1.27 Million - $1.53 Million	-28,356 Reduced 29.19%	68,798 $3.71 Million
Q1 2025 Apr 21, 2025	BUY	$50.44 - $58.1 $122,216 - $140,776	2,423 Added 2.56%	97,154 $5 Million
Q4 2024 Jan 29, 2025	BUY	$54.54 - $61.04 $1.85 Million - $2.07 Million	33,917 Added 55.77%	94,731 $5.27 Million
Q3 2024 Oct 25, 2024	BUY	$51.0 - $57.07 $948,345 - $1.06 Million	18,595 Added 44.04%	60,814 $3.38 Million

Q2 2024 Jul 15, 2024	BUY	$50.18 - $54.47 $2.12 Million - $2.3 Million	42,219 New	42,219 $2.19 Million

Others Institutions Holding DFAT

# of Institutions

807

Shares Held

169M

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

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Walter & Keenan Wealth Management LLC Dimensional ETF Tr U S Target Transaction History