Perigon Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History

Perigon Wealth Management, LLC

$3.97 Billion
Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 15,839 shares of DFAT stock, worth $861,166. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,839

Previous 15,838 0.01%

Holding current value

$861,166

Previous $881,000 -0.0%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$54.54 - $61.04 $54 - $61	1 Added 0.01%	15,839 $881,000
Q3 2024 Oct 16, 2024	SELL	$51.0 - $57.07 $408 - $456	-8 Reduced 0.05%	15,838 $881,000
Q2 2024 Aug 02, 2024	BUY	$50.18 - $54.47 $420,056 - $455,968	8,371 Added 111.99%	15,846 $821,000
Q1 2024 Apr 29, 2024	SELL	$49.45 - $54.43 $75,955 - $83,604	-1,536 Reduced 17.05%	7,475 $406,000
Q4 2023 Jan 29, 2024	BUY	$42.71 - $53.09 $384,859 - $478,393	9,011 New	9,011 $471,000
Q2 2023 Aug 02, 2023	BUY	$41.44 - $46.39 $170,069 - $190,384	4,104 Added 88.33%	8,750 $405,000
Q1 2023 May 03, 2023	BUY	$42.38 - $49.75 $196,897 - $231,138	4,646 New	4,646 $206,000

Others Institutions Holding DFAT

# of Institutions

749

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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Perigon Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History