Concentrum Wealth Management Dimensional ETF Tr U S Target Transaction History

Concentrum Wealth Management

  • $270 Billion
  • Q1 2025

A detailed history of Concentrum Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Concentrum Wealth Management holds 62,331 shares of DFAT stock, worth $3.28 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
62,331
Previous 73,311 14.98%
Holding current value
$3.28 Million
Previous $4.08 Billion 21.35%
% of portfolio
1.19%
Previous 1.44%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$50.44 - $58.1 $553,831 - $637,938
-10,980 Reduced 14.98%
62,331 $3.21 Billion
Q4 2024

Feb 13, 2025
BUY
$54.54 - $61.04 $590,831 - $661,246
10,833 Added 17.34%
73,311 $4.08 Billion
Q3 2024

Nov 13, 2024
BUY
$51.0 - $57.07 $596,853 - $667,890
11,703 Added 23.05%
62,478 $3.48 Billion
Q2 2024

Aug 13, 2024
BUY
$50.18 - $54.47 $741,911 - $805,338
14,785 Added 41.08%
50,775 $2.63 Billion
Q1 2024

May 06, 2024
BUY
$49.45 - $54.43 $1.78 Million - $1.96 Million
35,990 New
35,990 $1.96 Billion

Others Institutions Holding DFAT

# of Institutions
770
Shares Held
168M
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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