Summit Trail Advisors, LLC Dimensional ETF Tr U S Target Transaction History

Summit Trail Advisors, LLC

  • $3.97 Billion
  • Q3 2024

A detailed history of Summit Trail Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 17,382 shares of DFAT stock, worth $1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
17,382
Previous 13,958 24.53%
Holding current value
$1 Million
Previous $724,000 33.43%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024
BUY
$51.0 - $57.07 $174,624 - $195,407
3,424 Added 24.53%
17,382 $966,000
Q2 2024

Aug 13, 2024
BUY
$50.18 - $54.47 $700,412 - $760,292
13,958 New
13,958 $724,000

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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