Intergy Private Wealth, LLC Dimensional ETF Tr U S Target Transaction History

Intergy Private Wealth, LLC

  • $316 Million
  • Q3 2025

A detailed history of Intergy Private Wealth, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 19,868 shares of DFAT stock, worth $1.15 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
19,868
Previous 19,973 0.53%
Holding current value
$1.15 Million
Previous $1.08 Million 7.34%
% of portfolio
0.37%
Previous 0.37%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$53.36 - $59.69 $5,602 - $6,267
-105 Reduced 0.53%
19,868 $1.16 Million
Q1 2025

Apr 11, 2025
SELL
$50.44 - $58.1 $1,311 - $1,510
-26 Reduced 0.13%
19,973 $1.03 Million
Q4 2024

Jan 23, 2025
BUY
$54.54 - $61.04 $381 - $427
7 Added 0.04%
19,999 $1.11 Million
Q3 2024

Oct 17, 2024
BUY
$51.0 - $57.07 $306 - $342
6 Added 0.03%
19,992 $1.11 Million
Q2 2024

Jul 15, 2024
SELL
$50.18 - $54.47 $602 - $653
-12 Reduced 0.06%
19,986 $1.04 Million
Q1 2024

Apr 24, 2024
SELL
$49.45 - $54.43 $14,488 - $15,947
-293 Reduced 1.44%
19,998 $1.09 Million
Q4 2023

Jan 11, 2024
BUY
$42.71 - $53.09 $166,996 - $207,581
3,910 Added 23.87%
20,291 $1.06 Million
Q3 2023

Oct 19, 2023
SELL
$45.07 - $49.71 $11,988 - $13,222
-266 Reduced 1.6%
16,381 $748,000
Q1 2023

May 03, 2023
SELL
$42.38 - $49.75 $889 - $1,044
-21 Reduced 0.13%
16,647 $740,000
Q4 2022

Jan 18, 2023
SELL
$40.24 - $46.91 $44,344 - $51,694
-1,102 Reduced 6.2%
16,668 $0
Q3 2022

Oct 18, 2022
BUY
$38.84 - $46.6 $690,186 - $828,082
17,770 New
17,770 $692,000

Others Institutions Holding DFAT

# of Institutions
797
Shares Held
172M
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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