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

Intergy Private Wealth, LLC

$240 Million
Q2 2024

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 19,986 shares of DFAT stock, worth $1.07 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

19,986

Previous 19,998 0.06%

Holding current value

$1.07 Million

Previous $1.09 Million 4.78%

% of portfolio

0.43%

Previous 0.45%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$43.22 - $46.91 $47,628 - $51,694	-1,102 Reduced 6.2%	16,668 $0
Q3 2022 Oct 18, 2022	BUY	$39.41 - $46.6 $700,315 - $828,082	17,770 New	17,770 $692,000

Others Institutions Holding DFAT

# of Institutions

648

Shares Held

156M

Call Options Held

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