A detailed history of Falcon Wealth Planning transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Falcon Wealth Planning holds 15,523 shares of DFAT stock, worth $794,932. This represents 0.13% of its overall portfolio holdings.

Number of Shares
15,523
Previous 15,522 0.01%
Holding current value
$794,932
Previous $812,000 3.94%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Apr 15, 2024

BUY
$49.45 - $54.43 $49 - $54
1 Added 0.01%
15,523 $844,000
Q4 2023

Jan 10, 2024

BUY
$42.71 - $53.09 $128 - $159
3 Added 0.02%
15,522 $812,000
Q3 2023

Oct 05, 2023

BUY
$45.07 - $49.71 $90 - $99
2 Added 0.01%
15,519 $709,000
Q2 2023

Jul 13, 2023

BUY
$41.44 - $46.39 $124 - $139
3 Added 0.02%
15,517 $719,000
Q1 2023

May 15, 2023

BUY
$42.38 - $49.75 $84 - $99
2 Added 0.01%
15,514 $690,000
Q4 2022

Jan 20, 2023

BUY
$43.22 - $46.91 $129 - $140
3 Added 0.02%
15,512 $0
Q3 2022

Nov 10, 2022

BUY
$39.41 - $46.6 $23,567 - $27,866
598 Added 4.01%
15,509 $604,000
Q2 2021

Aug 10, 2021

BUY
$43.52 - $46.03 $648,926 - $686,353
14,911 New
14,911 $668,000

Others Institutions Holding DFAT

About DIMENSIONAL ETF TR U S TARGET


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