A detailed history of Bromfield Sneider Wealth Advisors transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 16,714 shares of DFAT stock, worth $926,958. This represents 0.57% of its overall portfolio holdings.

Number of Shares
16,714
Previous 12,950 29.07%
Holding current value
$926,958
Previous $677,000 34.27%
% of portfolio
0.57%
Previous 0.46%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024

BUY
$49.45 - $54.43 $186,129 - $204,874
3,764 Added 29.07%
16,714 $909,000
Q4 2023

Jan 05, 2024

BUY
$42.71 - $53.09 $1,708 - $2,123
40 Added 0.31%
12,950 $677,000
Q3 2023

Oct 04, 2023

BUY
$45.07 - $49.71 $159,998 - $176,470
3,550 Added 37.93%
12,910 $589,000
Q2 2023

Jul 17, 2023

BUY
$41.44 - $46.39 $62,367 - $69,816
1,505 Added 19.16%
9,360 $434,000
Q1 2023

Apr 06, 2023

BUY
$42.38 - $49.75 $13,603 - $15,969
321 Added 4.26%
7,855 $349,000
Q4 2022

Jan 09, 2023

BUY
$40.24 - $46.91 $97,179 - $113,287
2,415 Added 47.18%
7,534 $0
Q3 2022

Oct 07, 2022

BUY
$38.84 - $46.6 $107,353 - $128,802
2,764 Added 117.37%
5,119 $199,000
Q2 2022

Jul 06, 2022

BUY
$39.72 - $47.15 $93,540 - $111,038
2,355 New
2,355 $95,000

Others Institutions Holding DFAT

About DIMENSIONAL ETF TR U S TARGET


  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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