Avondale Wealth Management Dimensional ETF Tr U S Target Transaction History

Avondale Wealth Management

$152 Million
Q3 2024

A detailed history of Avondale Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Avondale Wealth Management holds 132,566 shares of DFAT stock, worth $7.69 Million. This represents 4.86% of its overall portfolio holdings.

Number of Shares

132,566

Previous 130,430 1.64%

Holding current value

$7.69 Million

Previous $6.77 Million 9.0%

% of portfolio

4.86%

Previous 4.69%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$51.0 - $57.07 $108,936 - $121,901	2,136 Added 1.64%	132,566 $7.37 Million
Q2 2024 Jul 12, 2024	BUY	$50.18 - $54.47 $251,602 - $273,112	5,014 Added 4.0%	130,430 $6.77 Million
Q1 2024 Apr 02, 2024	BUY	$49.45 - $54.43 $5.48 Million - $6.03 Million	110,866 Added 761.97%	125,416 $6.83 Million
Q4 2023 Jan 10, 2024	BUY	$42.71 - $53.09 $536,010 - $666,279	12,550 Added 627.5%	14,550 $761,000
Q1 2023 Apr 05, 2023	BUY	$42.38 - $49.75 $84,760 - $99,500	2,000 New	2,000 $89,000

Others Institutions Holding DFAT

# of Institutions

667

Shares Held

156M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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Avondale Wealth Management Dimensional ETF Tr U S Target Transaction History