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 $760,465. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,214
Previous 13,213 0.01%
Holding current value
$760,465
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
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
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