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

Institute For Wealth Management, Llc.

$763 Million
Q1 2025

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 12,197 shares of DFAT stock, worth $641,074. This represents 0.08% of its overall portfolio holdings.

Number of Shares

12,197

Previous 12,197 -0.0%

Holding current value

$641,074

Previous $678,000 7.37%

% of portfolio

0.08%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$54.54 - $61.04 $599 - $671	11 Added 0.09%	12,197 $678,000
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

770

Shares Held

168M

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