Fin Dec Wealth Services, Inc. Dimensional ETF Tr U S Target Transaction History

Fin Dec Wealth Services, Inc.

$158 Billion
Q2 2024

A detailed history of Fin Dec Wealth Services, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 107,987 shares of DFAT stock, worth $6.04 Million. This represents 3.54% of its overall portfolio holdings.

Number of Shares

107,987

Previous 112,557 4.06%

Holding current value

$6.04 Million

Previous $6.13 Billion 8.57%

% of portfolio

3.54%

Previous 3.85%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$50.18 - $54.47 $229,322 - $248,927	-4,570 Reduced 4.06%	107,987 $5.6 Billion
Q1 2024 May 13, 2024	SELL	$49.45 - $54.43 $78,872 - $86,815	-1,595 Reduced 1.4%	112,557 $6.13 Billion
Q4 2023 Feb 07, 2024	SELL	$42.71 - $53.09 $1.11 Million - $1.38 Million	-26,055 Reduced 18.58%	114,152 $5.97 Billion
Q3 2023 Oct 19, 2023	BUY	$45.07 - $49.71 $38,489 - $42,452	854 Added 0.61%	140,207 $6.41 Billion
Q2 2023 Jul 19, 2023	BUY	$41.44 - $46.39 $204,340 - $228,749	4,931 Added 3.67%	139,353 $6.46 Billion
Q1 2023 May 10, 2023	BUY	$42.38 - $49.75 $1.12 Million - $1.32 Million	26,531 Added 24.59%	134,422 $5.98 Billion
Q4 2022 Jan 25, 2023	BUY	$40.24 - $46.91 $4.34 Million - $5.06 Million	107,891 New	107,891 $4.74 Billion

Others Institutions Holding DFAT

# of Institutions

655

Shares Held

156M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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Fin Dec Wealth Services, Inc. Dimensional ETF Tr U S Target Transaction History