Avidian Wealth Solutions, LLC Dimensional ETF Tr U S Target Transaction History

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 13,214 shares of DFAT stock, worth $758,087. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,214
Previous 13,213 0.01%
Holding current value
$758,087
Previous $685,000 7.3%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 30, 2024
BUY
$51.0 - $57.07 $51 - $57
1 Added 0.01%
13,214 $735,000
Q2 2024

Aug 06, 2024
BUY
$50.18 - $54.47 $15,756 - $17,103
314 Added 2.43%
13,213 $685,000
Q1 2024

May 03, 2024
BUY
$49.45 - $54.43 $89,010 - $97,974
1,800 Added 16.22%
12,899 $702,000
Q3 2023

Oct 13, 2023
BUY
$45.07 - $49.71 $500,231 - $551,731
11,099 New
11,099 $507,000

Others Institutions Holding DFAT

# of Institutions
675
Shares Held
157M
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 Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, 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 Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email