Wealthspire Advisors, LLC Dimensional ETF Tr U S Target Transaction History

Wealthspire Advisors, LLC

  • $16.6 Billion
  • Q1 2025

A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 3,959 shares of DFAT stock, worth $194,268. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,959
Previous 3,959 -0.0%
Holding current value
$194,268
Previous $220,000 7.73%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024
BUY
$51.0 - $57.07 $201,909 - $225,940
3,959 New
3,959 $220,000
Q4 2023

Feb 06, 2024
SELL
$42.71 - $53.09 $50,953 - $63,336
-1,193 Reduced 17.08%
5,792 $303,000
Q3 2023

Nov 06, 2023
BUY
$45.07 - $49.71 $314,813 - $347,224
6,985 New
6,985 $319,000

Others Institutions Holding DFAT

# of Institutions
768
Shares Held
167M
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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