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

Summit Trail Advisors, LLC

  • $3 Billion
  • Q1 2025

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 $905,080. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,382
Previous 17,382 -0.0%
Holding current value
$905,080
Previous $967,000 7.55%
% of portfolio
0.03%
Previous 0.04%

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
769
Shares Held
168M
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
Track This Portfolio

Track Summit Trail Advisors, LLC Portfolio

Follow Summit Trail Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Trail Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Trail Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email