Integrated Wealth Concepts LLC Dimensional ETF Tr U S Target Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 30,314 shares of DFAT stock, worth $1.58 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
30,314
Previous 29,326 3.37%
Holding current value
$1.58 Million
Previous $1.63 Million 4.41%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 15, 2025
BUY
$50.44 - $58.1 $49,834 - $57,402
988 Added 3.37%
30,314 $1.56 Million
Q4 2024

Feb 14, 2025
BUY
$54.54 - $61.04 $99,590 - $111,459
1,826 Added 6.64%
29,326 $1.63 Million
Q3 2024

Nov 14, 2024
SELL
$51.0 - $57.07 $2,448 - $2,739
-48 Reduced 0.17%
27,500 $1.53 Million
Q2 2024

Aug 14, 2024
SELL
$50.18 - $54.47 $9,935 - $10,785
-198 Reduced 0.71%
27,548 $1.43 Million
Q1 2024

May 15, 2024
SELL
$49.45 - $54.43 $28,582 - $31,460
-578 Reduced 2.04%
27,746 $1.51 Million
Q4 2023

Feb 13, 2024
SELL
$42.71 - $53.09 $517,816 - $643,663
-12,124 Reduced 29.97%
28,324 $1.48 Million
Q3 2023

Nov 15, 2023
SELL
$45.07 - $49.71 $64,224 - $70,836
-1,425 Reduced 3.4%
40,448 $1.85 Million
Q2 2023

Aug 15, 2023
SELL
$41.44 - $46.39 $28,427 - $31,823
-686 Reduced 1.61%
41,873 $1.94 Million
Q1 2023

May 03, 2023
BUY
$42.38 - $49.75 $634,131 - $744,409
14,963 Added 54.22%
42,559 $1.89 Million
Q4 2022

Feb 13, 2023
BUY
$40.24 - $46.91 $47,724 - $55,635
1,186 Added 4.49%
27,596 $1.21 Million
Q3 2022

Nov 14, 2022
BUY
$38.84 - $46.6 $4,971 - $5,964
128 Added 0.49%
26,410 $1.03 Million
Q2 2022

Aug 08, 2022
BUY
$39.72 - $47.15 $1.04 Million - $1.24 Million
26,282 New
26,282 $1.06 Million
Q1 2022

May 12, 2022
SELL
$44.35 - $48.64 $1.05 Million - $1.15 Million
-23,630 Closed
0 $0
Q4 2021

Feb 15, 2022
SELL
$44.48 - $49.36 $489 - $542
-11 Reduced 0.05%
23,630 $1.12 Million
Q3 2021

Nov 15, 2021
SELL
$41.66 - $45.84 $34,369 - $37,818
-825 Reduced 3.37%
23,641 $1.05 Million
Q2 2021

Aug 13, 2021
BUY
$43.52 - $46.03 $1.06 Million - $1.13 Million
24,466 New
24,466 $1.1 Million

Others Institutions Holding DFAT

# of Institutions
770
Shares Held
168M
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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