A detailed history of Surevest, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Surevest, LLC holds 6,947 shares of DFAT stock, worth $398,549. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,947
Previous 6,947 -0.0%
Holding current value
$398,549
Previous $279,000 2.87%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 15, 2022

BUY
$39.72 - $47.15 $275,934 - $327,551
6,947 New
6,947 $279,000
Q1 2022

May 16, 2022

SELL
$44.35 - $48.64 $308,099 - $337,902
-6,947 Closed
0 $0
Q3 2021

Oct 13, 2021

BUY
$41.66 - $45.84 $289,412 - $318,450
6,947 New
6,947 $308,000

Others Institutions Holding DFAT

About DIMENSIONAL ETF TR U S TARGET


  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
Track This Portfolio

Track Surevest, LLC Portfolio

Follow Surevest, 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 Surevest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surevest, LLC with notifications on news.