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

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 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 15,838 shares of DFAT stock, worth $920,821. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,838
Previous 15,846 0.05%
Holding current value
$920,821
Previous $821,000 7.31%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
666
Shares Held
156M
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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