A detailed history of Long View Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Long View Wealth Management holds 11,600 shares of DFAT stock, worth $646,352. This represents 0.21% of its overall portfolio holdings.

Number of Shares
11,600
Previous 7,300 58.9%
Holding current value
$646,352
Previous $379 Million 70.42%
% of portfolio
0.21%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$51.0 - $57.07 $219,300 - $245,401
4,300 Added 58.9%
11,600 $645 Million
Q2 2024

Jul 22, 2024

BUY
$50.18 - $54.47 $150,540 - $163,410
3,000 Added 69.77%
7,300 $379 Million
Q4 2023

Jan 10, 2024

BUY
$42.71 - $53.09 $183,653 - $228,287
4,300 New
4,300 $218 Million

Others Institutions Holding DFAT

About DIMENSIONAL ETF TR U S TARGET


  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
Track This Portfolio

Track Long View Wealth Management Portfolio

Follow Long View Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Long View Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Long View Wealth Management with notifications on news.