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 $708,494. This represents 0.09% of its overall portfolio holdings.

Number of Shares
12,186
Previous 12,205 0.16%
Holding current value
$708,494
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
666
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
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, 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 Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email