Us Advisors Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History

Us Advisors Wealth Management, LLC

$308 Million
Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 3,770 shares of DFAT stock, worth $198,151. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,770

Previous 3,762 0.21%

Holding current value

$198,151

Previous $208,000 0.48%

% of portfolio

0.07%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$54.54 - $61.04 $436 - $488	8 Added 0.21%	3,770 $209,000
Q3 2024 Nov 07, 2024	BUY	$51.0 - $57.07 $191,862 - $214,697	3,762 New	3,762 $208,000
Q1 2024 May 02, 2024	BUY	$49.45 - $54.43 $197 - $217	4 Added 0.1%	3,967 $215,000
Q4 2023 Feb 12, 2024	BUY	$42.71 - $53.09 $169,259 - $210,395	3,963 New	3,963 $207,000
Q2 2022 Aug 12, 2022	SELL	$39.72 - $47.15 $182,870 - $217,078	-4,604 Closed	0 $0
Q1 2022 Jun 08, 2022	BUY	$44.35 - $48.64 $204,187 - $223,938	4,604 New	4,604 $214,000

Others Institutions Holding DFAT

# of Institutions

753

Shares Held

168M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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Us Advisors Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History