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

Iht Wealth Management, LLC

  • $3.06 Billion
  • Q1 2025

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 4,691 shares of DFAT stock, worth $247,309. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,691
Previous 4,677 0.3%
Holding current value
$247,309
Previous $260,000 7.31%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 15, 2025
BUY
$50.44 - $58.1 $706 - $813
14 Added 0.3%
4,691 $241,000
Q4 2024

Feb 14, 2025
BUY
$54.54 - $61.04 $927 - $1,037
17 Added 0.36%
4,677 $260,000
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
768
Shares Held
167M
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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