Wr Wealth Planners, LLC Dimensional ETF Tr U S Target Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 114 shares of DFAT stock, worth $5,938. This represents 0.0% of its overall portfolio holdings.

Number of Shares

114

Previous 114 -0.0%

Holding current value

$5,938

Previous $6,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$51.0 - $57.07 $51 - $57	1 Added 0.88%	114 $6,000
Q1 2024 Jul 31, 2024	BUY	$49.45 - $54.43 $5,587 - $6,150	113 New	113 $6,000
Q2 2023 Aug 01, 2024	SELL	$41.44 - $46.39 $41 - $46	-1 Reduced 0.88%	112 $5.19 Million
Q1 2023 Aug 01, 2024	SELL	$42.38 - $49.75 $84 - $99	-2 Reduced 1.77%	111 $4.96 Million
Q3 2022 Oct 10, 2024	SELL	$38.84 - $46.6 $77 - $93	-2 Reduced 1.77%	111 $4.31 Million
Q2 2022 Oct 17, 2024	SELL	$39.72 - $47.15 $61,526 - $73,035	-1,549 Reduced 93.37%	110 $4.43 Million
Q1 2022 Oct 17, 2024	BUY	$44.35 - $48.64 $68,520 - $75,148	1,545 Added 1355.26%	1,659 $77.3 Million

Others Institutions Holding DFAT

# of Institutions

753

Shares Held

168M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC Dimensional ETF Tr U S Target Transaction History