Wetherby Asset Management Inc Dimensional ETF Tr U S Target Transaction History

Wetherby Asset Management Inc

  • $2.13 Billion
  • Q3 2024

A detailed history of Wetherby Asset Management Inc transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Wetherby Asset Management Inc holds 8,317 shares of DFAT stock, worth $503,677. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,317
Previous 9,046 8.06%
Holding current value
$503,677
Previous $469,000 1.49%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024
SELL
$51.0 - $57.07 $37,179 - $41,604
-729 Reduced 8.06%
8,317 $462,000
Q3 2022

Nov 14, 2022
SELL
$38.84 - $46.6 $131,589 - $157,880
-3,388 Reduced 27.25%
9,046 $353,000
Q1 2022

May 16, 2022
BUY
$44.35 - $48.64 $185,249 - $203,169
4,177 Added 50.59%
12,434 $579,000
Q2 2021

Aug 16, 2021
BUY
$43.52 - $46.03 $359,344 - $380,069
8,257 New
8,257 $370,000

Others Institutions Holding DFAT

# of Institutions
668
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
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email