Walter & Keenan Wealth Management LLC Dimensional ETF Tr U S Target Transaction History

Walter & Keenan Wealth Management LLC

  • $328 Million
  • Q4 2024

A detailed history of Walter & Keenan Wealth Management LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 94,731 shares of DFAT stock, worth $5.44 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
94,731
Previous 60,814 55.77%
Holding current value
$5.44 Million
Previous $3.38 Million 55.84%
% of portfolio
1.61%
Previous 1.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$54.54 - $61.04 $1.85 Million - $2.07 Million
33,917 Added 55.77%
94,731 $5.27 Million
Q3 2024

Oct 25, 2024
BUY
$51.0 - $57.07 $948,345 - $1.06 Million
18,595 Added 44.04%
60,814 $3.38 Million
Q2 2024

Jul 15, 2024
BUY
$50.18 - $54.47 $2.12 Million - $2.3 Million
42,219 New
42,219 $2.19 Million

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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