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 $432,912. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,464
Previous 9,234 19.17%
Holding current value
$432,912
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
681
Shares Held
159M
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 Bordeaux Wealth Advisors LLC Portfolio

Follow Bordeaux Wealth 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 Bordeaux Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bordeaux Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email