Castle Wealth Management LLC Dimensional ETF Tr U S Target Transaction History

Castle Wealth Management LLC

  • $189 Million
  • Q3 2024

A detailed history of Castle Wealth Management LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Castle Wealth Management LLC holds 5,804 shares of DFAT stock, worth $349,284. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,804
Previous 5,804 -0.0%
Holding current value
$349,284
Previous $301,000 6.98%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Apr 29, 2024
SELL
$49.45 - $54.43 $23,736 - $26,126
-480 Reduced 7.64%
5,804 $315,000
Q4 2023

Jan 31, 2024
SELL
$42.71 - $53.09 $8,542 - $10,618
-200 Reduced 3.08%
6,284 $328,000
Q4 2022

Feb 09, 2023
BUY
$40.24 - $46.91 $17,262 - $20,124
429 Added 7.09%
6,484 $284,000
Q3 2022

Nov 07, 2022
BUY
$38.84 - $46.6 $107,897 - $129,454
2,778 Added 84.77%
6,055 $236,000
Q2 2022

Aug 01, 2022
BUY
$39.72 - $47.15 $130,162 - $154,510
3,277 New
3,277 $132,000

Others Institutions Holding DFAT

# of Institutions
667
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
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