A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Meredith Wealth Planning holds 19,834 shares of DFAT stock, worth $1.19 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
19,834
Previous 19,731 0.52%
Holding current value
$1.19 Million
Previous $1.02 Billion 7.81%
% of portfolio
0.53%
Previous 0.54%

Shares

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

Oct 18, 2024

BUY
$51.0 - $57.07 $5,253 - $5,878
103 Added 0.52%
19,834 $1.1 Billion
Q2 2024

Jul 24, 2024

SELL
$50.18 - $54.47 $1,053 - $1,143
-21 Reduced 0.11%
19,731 $1.02 Billion
Q1 2024

Apr 23, 2024

SELL
$49.45 - $54.43 $840 - $925
-17 Reduced 0.09%
19,752 $1.08 Billion
Q4 2023

Jan 25, 2024

SELL
$42.71 - $53.09 $8,755 - $10,883
-205 Reduced 1.03%
19,769 $1.03 Billion
Q3 2023

Oct 16, 2023

SELL
$45.07 - $49.71 $4,687 - $5,169
-104 Reduced 0.52%
19,974 $913 Million
Q2 2023

Jul 14, 2023

BUY
$41.44 - $46.39 $3,646 - $4,082
88 Added 0.44%
20,078 $931 Million
Q1 2023

Apr 24, 2023

SELL
$42.38 - $49.75 $1,864 - $2,189
-44 Reduced 0.22%
19,990 $890 Million
Q4 2022

Feb 01, 2023

BUY
$40.24 - $46.91 $806,168 - $939,794
20,034 New
20,034 $880 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 Meredith Wealth Planning Portfolio

Follow Meredith Wealth Planning 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 Meredith Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Meredith Wealth Planning with notifications on news.