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

Bordeaux Wealth Advisors LLC

  • $551 Million
  • Q3 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 9,234 shares of DFAT stock, worth $531,416. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,234
Previous 7,464 23.71%
Holding current value
$531,416
Previous $387,000 32.56%
% of portfolio
0.09%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
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