Institute For Wealth Management, Llc. Dimensional ETF Tr U S Target Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 12,186 shares of DFAT stock, worth $701,304. This represents 0.09% of its overall portfolio holdings.

Number of Shares
12,186
Previous 12,205 0.16%
Holding current value
$701,304
Previous $633,000 6.95%
% of portfolio
0.09%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$51.0 - $57.07 $969 - $1,084
-19 Reduced 0.16%
12,186 $677,000
Q2 2024

Jul 25, 2024
BUY
$50.18 - $54.47 $953 - $1,034
19 Added 0.16%
12,205 $633,000
Q1 2024

Apr 30, 2024
BUY
$49.45 - $54.43 $391,792 - $431,248
7,923 Added 185.86%
12,186 $663,000
Q4 2023

Jan 31, 2024
BUY
$42.71 - $53.09 $182,072 - $226,322
4,263 New
4,263 $223,000
Q1 2022

Apr 29, 2022
SELL
$44.35 - $48.64 $189,064 - $207,352
-4,263 Closed
0 $0
Q4 2021

Jan 21, 2022
BUY
$44.48 - $49.36 $189,618 - $210,421
4,263 New
4,263 $203,000

Others Institutions Holding DFAT

# of Institutions
668
Shares Held
156M
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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