Bartlett & Co. Wealth Management LLC Dimensional ETF Tr U S Target Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 749 shares of DFAT stock, worth $41,996. This represents 0.0% of its overall portfolio holdings.

Number of Shares
749
Previous 749 -0.0%
Holding current value
$41,996
Previous $38.9 Million 7.25%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
SELL
$50.18 - $54.47 $479,720 - $520,733
-9,560 Reduced 92.73%
749 $38.9 Million
Q4 2023

Feb 14, 2024
BUY
$42.71 - $53.09 $440,297 - $547,304
10,309 New
10,309 $545 Million

Others Institutions Holding DFAT

# of Institutions
668
Shares Held
156M
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
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email