180 Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History

180 Wealth Advisors, LLC

$632 Million
Q4 2024

A detailed history of 180 Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 12,072 shares of DFAT stock, worth $695,347. This represents 0.11% of its overall portfolio holdings.

Number of Shares

12,072

Previous 9,221 30.92%

Holding current value

$695,347

Previous $512,000 31.05%

% of portfolio

0.11%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$54.54 - $61.04 $155,493 - $174,025	2,851 Added 30.92%	12,072 $671,000
Q3 2024 Oct 31, 2024	BUY	$51.0 - $57.07 $8,415 - $9,416	165 Added 1.82%	9,221 $512,000
Q2 2024 Jul 16, 2024	BUY	$50.18 - $54.47 $21,828 - $23,694	435 Added 5.05%	9,056 $469,000
Q1 2024 Apr 15, 2024	BUY	$49.45 - $54.43 $24,527 - $26,997	496 Added 6.1%	8,621 $469,000
Q4 2023 Jan 24, 2024	BUY	$42.71 - $53.09 $65,730 - $81,705	1,539 Added 23.37%	8,125 $425,000
Q3 2023 Oct 31, 2023	SELL	$45.07 - $49.71 $13,521 - $14,913	-300 Reduced 4.36%	6,586 $300,000
Q2 2023 Jul 11, 2023	BUY	$41.44 - $46.39 $13,219 - $14,798	319 Added 4.86%	6,886 $319,000
Q1 2023 Apr 07, 2023	BUY	$42.38 - $49.75 $19,155 - $22,487	452 Added 7.39%	6,567 $292,000
Q4 2022 Feb 02, 2023	BUY	$40.24 - $46.91 $246,067 - $286,854	6,115 New	6,115 $268,000

Others Institutions Holding DFAT

# of Institutions

681

Shares Held

159M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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180 Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History