Foundations Investment Advisors, LLC Dimensional ETF Tr U S Target Transaction History

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 4,847 shares of DFAT stock, worth $254,758. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,847
Previous 4,882 0.72%
Holding current value
$254,758
Previous $271,000 8.12%
% of portfolio
0.0%
Previous 0.01%

Shares

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

May 07, 2025
SELL
$50.44 - $58.1 $1,765 - $2,033
-35 Reduced 0.72%
4,847 $249,000
Q4 2024

Jan 22, 2025
SELL
$54.54 - $61.04 $8,453 - $9,461
-155 Reduced 3.08%
4,882 $271,000
Q3 2024

Oct 21, 2024
BUY
$51.0 - $57.07 $10,659 - $11,927
209 Added 4.33%
5,037 $280,000
Q2 2024

Aug 02, 2024
BUY
$50.18 - $54.47 $242,269 - $262,981
4,828 New
4,828 $250,000
Q4 2023

Feb 08, 2024
BUY
$42.71 - $53.09 $108,141 - $134,423
2,532 Added 51.65%
7,434 $389,000
Q3 2023

Oct 05, 2023
BUY
$45.07 - $49.71 $220,933 - $243,678
4,902 New
4,902 $223,000

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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