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

Walter & Keenan Wealth Management LLC

  • $330 Million
  • Q1 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 97,154 shares of DFAT stock, worth $4.69 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares
97,154
Previous 94,731 2.56%
Holding current value
$4.69 Million
Previous $5.27 Million 5.12%
% of portfolio
1.52%
Previous 1.61%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
752
Shares Held
168M
Call Options Held
500
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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