Forvis Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 854,213 shares of DFAT stock, worth $51.8 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
854,213
Previous 879,418 2.87%
Holding current value
$51.8 Million
Previous $45.6 Million 4.17%
% of portfolio
1.12%
Previous 1.15%

Shares

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

Nov 14, 2024
SELL
$51.0 - $57.07 $1.29 Million - $1.44 Million
-25,205 Reduced 2.87%
854,213 $47.5 Million
Q2 2024

Aug 09, 2024
SELL
$50.18 - $54.47 $505,011 - $548,186
-10,064 Reduced 1.13%
879,418 $45.6 Million
Q1 2024

Apr 19, 2024
SELL
$49.45 - $54.43 $891,237 - $980,991
-18,023 Reduced 1.99%
889,482 $48.4 Million
Q4 2023

Jan 11, 2024
SELL
$42.71 - $53.09 $1.79 Million - $2.23 Million
-42,022 Reduced 4.43%
907,505 $47.5 Million
Q3 2023

Oct 25, 2023
SELL
$45.07 - $49.71 $779,440 - $859,684
-17,294 Reduced 1.79%
949,527 $43.4 Million
Q2 2023

Aug 08, 2023
BUY
$41.44 - $46.39 $1.73 Million - $1.94 Million
41,823 Added 4.52%
966,821 $44.9 Million
Q1 2023

Apr 26, 2023
BUY
$42.38 - $49.75 $720,799 - $846,148
17,008 Added 1.87%
924,998 $41.2 Million
Q4 2022

Feb 02, 2023
BUY
$40.24 - $46.91 $2.06 Million - $2.4 Million
51,266 Added 5.98%
907,990 $39.9 Million
Q3 2022

Oct 13, 2022
BUY
$38.84 - $46.6 $1.33 Million - $1.59 Million
34,155 Added 4.15%
856,724 $33.4 Million
Q2 2022

Jul 22, 2022
BUY
$39.72 - $47.15 $32.7 Million - $38.8 Million
822,569 New
822,569 $33.1 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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