Juncture Wealth Strategies, LLC Dimensional ETF Tr U S Target Transaction History

Juncture Wealth Strategies, LLC

  • $232 Million
  • Q1 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 157,961 shares of DFAT stock, worth $8.06 Million. This represents 3.7% of its overall portfolio holdings.

Number of Shares
157,961
Previous 102,618 53.93%
Holding current value
$8.06 Million
Previous $5.37 Million 60.12%
% of portfolio
3.7%
Previous 2.45%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 05, 2024
BUY
$49.45 - $54.43 $2.74 Million - $3.01 Million
55,343 Added 53.93%
157,961 $8.6 Million
Q4 2023

Jan 08, 2024
BUY
$42.71 - $53.09 $326,859 - $406,297
7,653 Added 8.06%
102,618 $5.37 Million
Q3 2023

Oct 10, 2023
SELL
$45.07 - $49.71 $7,075 - $7,804
-157 Reduced 0.17%
94,965 $4.34 Million
Q2 2023

Jul 11, 2023
SELL
$41.44 - $46.39 $159,171 - $178,183
-3,841 Reduced 3.88%
95,122 $4.41 Million
Q1 2023

May 05, 2023
BUY
$42.38 - $49.75 $191,472 - $224,770
4,518 Added 4.78%
98,963 $4.4 Million
Q4 2022

Jan 18, 2023
SELL
$43.22 - $46.91 $350,427 - $380,346
-8,108 Reduced 7.91%
94,445 $0
Q3 2022

Oct 11, 2022
BUY
$39.41 - $46.6 $137,540 - $162,634
3,490 Added 3.52%
102,553 $4 Million
Q2 2022

Jul 14, 2022
BUY
$39.72 - $47.15 $465,756 - $552,880
11,726 Added 13.43%
99,063 $3.98 Million
Q1 2022

Jul 14, 2022
BUY
$44.35 - $48.64 $348,058 - $381,726
7,848 Added 9.87%
87,337 $4.07 Million
Q4 2021

Jan 19, 2022
BUY
$44.48 - $49.36 $139,000 - $154,250
3,125 Added 4.09%
79,489 $3.78 Million
Q3 2021

Oct 15, 2021
BUY
$41.66 - $45.84 $381,355 - $419,619
9,154 Added 13.62%
76,364 $3.39 Million
Q2 2021

Aug 13, 2021
BUY
$43.52 - $46.03 $2.92 Million - $3.09 Million
67,210 New
67,210 $3.03 Million

Others Institutions Holding DFAT

# of Institutions
631
Shares Held
151M
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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