Rooted Wealth Advisors, Inc. Dimensional ETF Tr U S Target Transaction History

Rooted Wealth Advisors, Inc.

$224 Million
Q3 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 49,874 shares of DFAT stock, worth $2.78 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

49,874

Previous 40,868 22.04%

Holding current value

$2.78 Million

Previous $2.26 Million 21.21%

% of portfolio

1.22%

Previous 1.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$51.0 - $57.07 $459,306 - $513,972	9,006 Added 22.04%	49,874 $2.74 Million
Q2 2024 Jul 25, 2024	BUY	$50.18 - $54.47 $200,569 - $217,716	3,997 Added 10.84%	40,868 $2.26 Million
Q1 2024 Apr 17, 2024	BUY	$49.45 - $54.43 $49,103 - $54,048	993 Added 2.77%	36,871 $1.96 Million
Q4 2023 Feb 07, 2024	BUY	$42.71 - $53.09 $129,240 - $160,650	3,026 Added 9.21%	35,878 $1.8 Million
Q3 2023 Nov 21, 2023	BUY	$45.07 - $49.71 $1.48 Million - $1.63 Million	32,852 New	32,852 $1.54 Million

Others Institutions Holding DFAT

# of Institutions

668

Shares Held

156M

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 Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.

Account

Rooted Wealth Advisors, Inc. Dimensional ETF Tr U S Target Transaction History