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 $216,360. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,770
Previous 3,762 0.21%
Holding current value
$216,360
Previous $208,000 0.48%
% of portfolio
0.07%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
684
Shares Held
159M
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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