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

Intergy Private Wealth, LLC

$260 Million
Q1 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 19,973 shares of DFAT stock, worth $989,062. This represents 0.4% of its overall portfolio holdings.

Number of Shares

19,973

Previous 19,999 0.13%

Holding current value

$989,062

Previous $1.11 Million 7.64%

% of portfolio

0.4%

Previous 0.42%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

758

Shares Held

168M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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