Steward Partners Investment Advisory, LLC Dimensional ETF Tr U S Target Transaction History

Steward Partners Investment Advisory, LLC

$9.37 Billion
Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 24,551 shares of DFAT stock, worth $1.45 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

24,551

Previous 24,881 1.33%

Holding current value

$1.45 Million

Previous $1.35 Million 5.98%

% of portfolio

0.01%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$50.18 - $54.47 $16,559 - $17,975	-330 Reduced 1.33%	24,551 $1.27 Million
Q1 2024 May 15, 2024	BUY	$49.45 - $54.43 $27,494 - $30,263	556 Added 2.29%	24,881 $1.35 Million
Q4 2023 Feb 12, 2024	BUY	$42.71 - $53.09 $431,926 - $536,899	10,113 Added 71.16%	24,325 $1.27 Million
Q3 2023 Nov 13, 2023	BUY	$45.07 - $49.71 $400,807 - $442,071	8,893 Added 167.19%	14,212 $649,000
Q2 2023 Aug 14, 2023	BUY	$41.44 - $46.39 $193,939 - $217,105	4,680 Added 732.39%	5,319 $246,000
Q2 2021 Aug 13, 2021	BUY	$43.52 - $46.03 $27,809 - $29,413	639 New	639 $29,000

Others Institutions Holding DFAT

# of Institutions

659

Shares Held

157M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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Steward Partners Investment Advisory, LLC Dimensional ETF Tr U S Target Transaction History