Rise Advisors, LLC Dimensional ETF Tr U S Target Transaction History

Rise Advisors, LLC

  • $207 Million
  • Q3 2024

A detailed history of Rise Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Rise Advisors, LLC holds 158,925 shares of DFAT stock, worth $8.75 Million. This represents 4.28% of its overall portfolio holdings.

Number of Shares
158,925
Previous 147,408 7.81%
Holding current value
$8.75 Million
Previous $7.65 Million 15.62%
% of portfolio
4.28%
Previous 4.09%

Shares

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

Oct 11, 2024
BUY
$51.0 - $57.07 $587,367 - $657,275
11,517 Added 7.81%
158,925 $8.84 Million
Q2 2024

Jul 09, 2024
SELL
$50.18 - $54.47 $349,854 - $379,764
-6,972 Reduced 4.52%
147,408 $7.65 Million
Q1 2024

Apr 09, 2024
BUY
$49.45 - $54.43 $174,162 - $191,702
3,522 Added 2.33%
154,380 $8.4 Million
Q4 2023

Jan 10, 2024
BUY
$42.71 - $53.09 $379,990 - $472,341
8,897 Added 6.27%
150,858 $7.89 Million
Q3 2023

Oct 10, 2023
BUY
$45.07 - $49.71 $530,699 - $585,335
11,775 Added 9.04%
141,961 $6.49 Million
Q2 2023

Jul 10, 2023
BUY
$41.44 - $46.39 $591,887 - $662,588
14,283 Added 12.32%
130,186 $6.04 Million
Q1 2023

Apr 05, 2023
BUY
$42.38 - $49.75 $17,545 - $20,596
414 Added 0.36%
115,903 $5.16 Million
Q4 2022

Jan 06, 2023
BUY
$40.24 - $46.91 $76,415 - $89,082
1,899 Added 1.67%
115,489 $0
Q3 2022

Oct 11, 2022
BUY
$38.84 - $46.6 $195,326 - $234,351
5,029 Added 4.63%
113,590 $4.43 Million
Q2 2022

Jul 28, 2022
BUY
$39.72 - $47.15 $88,138 - $104,625
2,219 Added 2.09%
108,561 $4.37 Million
Q1 2022

Apr 22, 2022
BUY
$44.35 - $48.64 $4.72 Million - $5.17 Million
106,342 New
106,342 $4.95 Million

Others Institutions Holding DFAT

# of Institutions
668
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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