Bordeaux Wealth Advisors LLC Dimensional ETF Tr U S Target Transaction History

Bordeaux Wealth Advisors LLC

  • $619 Million
  • Q4 2024

A detailed history of Bordeaux Wealth Advisors LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 7,464 shares of DFAT stock, worth $408,803. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,464
Previous 9,234 19.17%
Holding current value
$408,803
Previous $513,000 19.1%
% of portfolio
0.07%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$54.54 - $61.04 $96,535 - $108,040
-1,770 Reduced 19.17%
7,464 $415,000
Q3 2024

Nov 04, 2024
BUY
$51.0 - $57.07 $90,270 - $101,013
1,770 Added 23.71%
9,234 $513,000
Q4 2023

Feb 06, 2024
BUY
$42.71 - $53.09 $318,787 - $396,263
7,464 New
7,464 $390,000

Others Institutions Holding DFAT

# of Institutions
748
Shares Held
167M
Call Options Held
500
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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