A detailed history of Angeles Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 2,733 shares of DFAT stock, worth $151,572. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,733
Previous 2,924 6.53%
Holding current value
$151,572
Previous $151,000 0.66%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$51.0 - $57.07 $9,741 - $10,900
-191 Reduced 6.53%
2,733 $152,000
Q2 2024

Aug 07, 2024

SELL
$50.18 - $54.47 $11,742 - $12,745
-234 Reduced 7.41%
2,924 $151,000
Q1 2024

May 08, 2024

BUY
$49.45 - $54.43 $119,669 - $131,720
2,420 Added 327.91%
3,158 $171,000
Q3 2023

Oct 27, 2023

SELL
$45.07 - $49.71 $173,519 - $191,383
-3,850 Reduced 83.91%
738 $33,000
Q1 2023

May 11, 2023

BUY
$42.38 - $49.75 $17,121 - $20,099
404 Added 9.66%
4,588 $204,000
Q1 2022

May 16, 2022

BUY
$44.35 - $48.64 $185,560 - $203,509
4,184 New
4,184 $195,000

Others Institutions Holding DFAT

About DIMENSIONAL ETF TR U S TARGET


  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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