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

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024

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 4,882 shares of DFAT stock, worth $280,177. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,882
Previous 5,037 3.08%
Holding current value
$280,177
Previous $280,000 3.21%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
684
Shares Held
159M
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
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email