Valued Wealth Advisors LLC Dimensional ETF Tr U S Target Transaction History

Valued Wealth Advisors LLC

  • $154 Billion
  • Q3 2024

A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 74,020 shares of DFAT stock, worth $4.3 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares
74,020
Previous 71,121 4.08%
Holding current value
$4.3 Million
Previous $3.69 Billion 11.62%
% of portfolio
2.67%
Previous 2.53%

Shares

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

Oct 28, 2024
BUY
$51.0 - $57.07 $147,849 - $165,445
2,899 Added 4.08%
74,020 $4.12 Billion
Q2 2024

Jul 16, 2024
SELL
$50.18 - $54.47 $201,924 - $219,187
-4,024 Reduced 5.35%
71,121 $3.69 Billion
Q1 2024

Apr 30, 2024
SELL
$49.45 - $54.43 $11.3 Million - $12.4 Million
-227,679 Reduced 75.19%
75,145 $4.09 Billion
Q4 2023

Jan 05, 2024
BUY
$42.71 - $53.09 $12.9 Million - $16.1 Million
302,824 New
302,824 $13.8 Billion

Others Institutions Holding DFAT

# of Institutions
666
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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