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

Perigon Wealth Management, LLC

$3.82 Billion
Q1 2025

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 12,103 shares of DFAT stock, worth $630,203. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,103

Previous 15,839 23.59%

Holding current value

$630,203

Previous $881,000 29.28%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$50.44 - $58.1 $188,443 - $217,061	-3,736 Reduced 23.59%	12,103 $623,000
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

770

Shares Held

168M

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Account

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