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

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Iht Wealth Management, LLC holds 4,660 shares of DFAT stock, worth $270,932. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,660

Previous 4,644 0.34%

Holding current value

$270,932

Previous $240,000 7.92%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$51.0 - $57.07 $816 - $913	16 Added 0.34%	4,660 $259,000
Q2 2024 Aug 14, 2024	SELL	$50.18 - $54.47 $1.32 Million - $1.43 Million	-26,230 Reduced 84.96%	4,644 $240,000
Q1 2024 May 15, 2024	SELL	$49.45 - $54.43 $60,081 - $66,132	-1,215 Reduced 3.79%	30,874 $1.68 Million
Q4 2023 Feb 14, 2024	SELL	$42.71 - $53.09 $173,189 - $215,279	-4,055 Reduced 11.22%	32,089 $1.68 Million
Q3 2023 Nov 14, 2023	BUY	$45.07 - $49.71 $368,762 - $406,727	8,182 Added 29.26%	36,144 $1.65 Million
Q2 2023 Aug 14, 2023	BUY	$41.44 - $46.39 $944,583 - $1.06 Million	22,794 Added 441.06%	27,962 $1.3 Million
Q1 2023 May 15, 2023	BUY	$42.38 - $49.75 $23,648 - $27,760	558 Added 12.1%	5,168 $229,000
Q4 2022 Feb 14, 2023	BUY	$40.24 - $46.91 $185,506 - $216,255	4,610 New	4,610 $202,000
Q1 2022 May 16, 2022	SELL	$44.35 - $48.64 $199,131 - $218,393	-4,490 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$44.48 - $49.36 $199,715 - $221,626	4,490 New	4,490 $213,000

Others Institutions Holding DFAT

# of Institutions

666

Shares Held

156M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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