A detailed history of Geometric Wealth Advisors transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Geometric Wealth Advisors holds 7,629 shares of DFAT stock, worth $394,190. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,629
Previous 7,629 -0.0%
Holding current value
$394,190
Previous $399,000 4.01%
% of portfolio
0.1%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 11, 2022

SELL
$39.41 - $46.6 $684,354 - $809,209
-17,365 Reduced 69.48%
7,629 $297,000
Q2 2022

Jul 20, 2022

BUY
$39.72 - $47.15 $992,761 - $1.18 Million
24,994 New
24,994 $1.01 Million
Q1 2022

Apr 18, 2022

SELL
$44.35 - $48.64 $338,346 - $371,074
-7,629 Closed
0 $0
Q4 2021

Feb 23, 2022

BUY
$44.48 - $49.36 $339,337 - $376,567
7,629 New
7,629 $363,000

Others Institutions Holding DFAT

About DIMENSIONAL ETF TR U S TARGET


  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
Track This Portfolio

Track Geometric Wealth Advisors Portfolio

Follow Geometric Wealth Advisors 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 Geometric Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Geometric Wealth Advisors with notifications on news.