A detailed history of Aptus Capital Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 10,978 shares of DFAT stock, worth $631,783. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,978
Previous 11,068 0.81%
Holding current value
$631,783
Previous $574,000 6.27%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 05, 2024

SELL
$51.0 - $57.07 $4,590 - $5,136
-90 Reduced 0.81%
10,978 $610,000
Q2 2024

Jul 31, 2024

SELL
$50.18 - $54.47 $4,817 - $5,229
-96 Reduced 0.86%
11,068 $574,000
Q1 2024

May 15, 2024

BUY
$49.45 - $54.43 $12,807 - $14,097
259 Added 2.38%
11,164 $607,000
Q4 2023

Feb 13, 2024

SELL
$42.71 - $53.09 $11,403 - $14,175
-267 Reduced 2.39%
10,905 $570,000
Q3 2023

Nov 08, 2023

SELL
$45.07 - $49.71 $20,326 - $22,419
-451 Reduced 3.88%
11,172 $510,000
Q1 2023

May 09, 2023

BUY
$42.38 - $49.75 $492,582 - $578,244
11,623 New
11,623 $517,000

Others Institutions Holding DFAT

About DIMENSIONAL ETF TR U S TARGET


  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
Track This Portfolio

Track Aptus Capital Advisors, LLC Portfolio

Follow Aptus Capital Advisors, 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 Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.