Whalen Wealth Management Inc. Dimensional ETF Tr U S Target Transaction History

Whalen Wealth Management Inc.

$186 Billion
Q4 2025

A detailed history of Whalen Wealth Management Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 5,698 shares of DFAT stock, worth $324,444. This represents 0.18% of its overall portfolio holdings.

Number of Shares

5,698

Previous 5,676 0.39%

Holding current value

$324,444

Previous $330 Million 2.69%

% of portfolio

0.18%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$55.75 - $58.83 $1,226 - $1,294	22 Added 0.39%	5,698 $339 Million
Q3 2025 Oct 09, 2025	BUY	$53.36 - $59.69 $1,440 - $1,611	27 Added 0.48%	5,676 $330 Million
Q2 2025 Aug 04, 2025	BUY	$44.8 - $53.97 $1,164 - $1,403	26 Added 0.46%	5,649 $305 Million
Q1 2025 Apr 22, 2025	BUY	$50.44 - $58.1 $857 - $987	17 Added 0.3%	5,623 $290 Million
Q4 2024 Jan 17, 2025	BUY	$54.54 - $61.04 $1,145 - $1,281	21 Added 0.38%	5,606 $312 Million

Q3 2024 Nov 07, 2024	BUY	$51.0 - $57.07 $1,020 - $1,141	20 Added 0.36%	5,585 $311 Million
Q2 2024 Aug 01, 2024	BUY	$50.18 - $54.47 $1,154 - $1,252	23 Added 0.42%	5,565 $289 Million
Q4 2023 Feb 13, 2024	BUY	$42.71 - $53.09 $236,698 - $294,224	5,542 New	5,542 $290 Million

Others Institutions Holding DFAT

# of Institutions

814

Shares Held

171M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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Whalen Wealth Management Inc. Dimensional ETF Tr U S Target Transaction History