Concurrent Investment Advisors, LLC Dimensional ETF Tr U S Target Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 4,604 shares of DFAT stock, worth $237,059. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,604
Previous 4,595 0.2%
Holding current value
$237,059
Previous $256 Million 0.27%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 03, 2025
BUY
$54.54 - $61.04 $490 - $549
9 Added 0.2%
4,604 $256 Million
Q3 2024

Oct 30, 2024
BUY
$51.0 - $57.07 $510 - $570
10 Added 0.22%
4,595 $256 Million
Q2 2024

Jul 30, 2024
BUY
$50.18 - $54.47 $230,075 - $249,744
4,585 New
4,585 $238 Million

Others Institutions Holding DFAT

# of Institutions
754
Shares Held
168M
Call Options Held
500
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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