Cook Wealth Management Group LLC Dimensional ETF Tr U S Target Transaction History

Cook Wealth Management Group LLC

  • $197 Million
  • Q3 2024

A detailed history of Cook Wealth Management Group LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Cook Wealth Management Group LLC holds 220,178 shares of DFAT stock, worth $12.7 Million. This represents 6.21% of its overall portfolio holdings.

Number of Shares
220,178
Previous 226,811 2.92%
Holding current value
$12.7 Million
Previous $11.8 Million 4.11%
% of portfolio
6.21%
Previous 6.47%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$51.0 - $57.07 $338,283 - $378,545
-6,633 Reduced 2.92%
220,178 $12.2 Million
Q2 2024

Jul 31, 2024
BUY
$50.18 - $54.47 $502,602 - $545,571
10,016 Added 4.62%
226,811 $11.8 Million
Q1 2024

May 10, 2024
BUY
$49.45 - $54.43 $375,572 - $413,395
7,595 Added 3.63%
216,795 $11.8 Million
Q4 2023

Jan 29, 2024
BUY
$42.71 - $53.09 $8.93 Million - $11.1 Million
209,200 New
209,200 $10.9 Million

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
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