Forza Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History

Forza Wealth Management, LLC

  • $194 Billion
  • Q2 2024

A detailed history of Forza Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Forza Wealth Management, LLC holds 9,585 shares of DFAT stock, worth $524,970. This represents 0.26% of its overall portfolio holdings.

Number of Shares
9,585
Previous 9,585 -0.0%
Holding current value
$524,970
Previous $522 Million 4.7%
% of portfolio
0.26%
Previous 0.27%

Shares

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

Apr 22, 2024
SELL
$49.45 - $54.43 $98,900 - $108,860
-2,000 Reduced 17.26%
9,585 $522 Million
Q4 2023

Jan 24, 2024
BUY
$42.71 - $53.09 $182,798 - $227,225
4,280 Added 58.59%
11,585 $606 Million
Q3 2023

Oct 24, 2023
BUY
$45.07 - $49.71 $24,788 - $27,340
550 Added 8.14%
7,305 $334 Million
Q2 2023

Jul 25, 2023
BUY
$41.44 - $46.39 $23,620 - $26,442
570 Added 9.22%
6,755 $313 Million
Q1 2023

May 03, 2023
BUY
$42.38 - $49.75 $4,661 - $5,472
110 Added 1.81%
6,185 $275 Million
Q4 2022

Feb 06, 2023
BUY
$43.22 - $46.91 $262,561 - $284,978
6,075 New
6,075 $267 Million

Others Institutions Holding DFAT

# of Institutions
632
Shares Held
153M
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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