A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 15,301 shares of DFAT stock, worth $857,927. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,301
Previous 13,529 13.1%
Holding current value
$857,927
Previous $701,000 21.4%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 07, 2024

BUY
$51.0 - $57.07 $90,372 - $101,128
1,772 Added 13.1%
15,301 $851,000
Q2 2024

Jul 15, 2024

BUY
$50.18 - $54.47 $54,746 - $59,426
1,091 Added 8.77%
13,529 $701,000
Q1 2024

Apr 12, 2024

BUY
$49.45 - $54.43 $15,972 - $17,580
323 Added 2.67%
12,438 $677,000
Q4 2023

Jan 10, 2024

SELL
$42.71 - $53.09 $8,712 - $10,830
-204 Reduced 1.66%
12,115 $633,000
Q3 2023

Oct 10, 2023

BUY
$45.07 - $49.71 $37,363 - $41,209
829 Added 7.21%
12,319 $562,000
Q2 2023

Aug 03, 2023

BUY
$41.44 - $46.39 $5,552 - $6,216
134 Added 1.18%
11,490 $533,000
Q1 2023

Apr 10, 2023

BUY
$42.38 - $49.75 $57,170 - $67,112
1,349 Added 13.48%
11,356 $505,000
Q4 2022

Jan 12, 2023

BUY
$40.24 - $46.91 $4,305 - $5,019
107 Added 1.08%
10,007 $0
Q3 2022

Oct 20, 2022

BUY
$38.84 - $46.6 $42,568 - $51,073
1,096 Added 12.45%
9,900 $386,000
Q2 2022

Jul 27, 2022

BUY
$39.72 - $47.15 $349,694 - $415,108
8,804 New
8,804 $354,000
Q1 2022

Apr 11, 2022

SELL
$44.35 - $48.64 $200,550 - $219,950
-4,522 Closed
0 $0
Q4 2021

Jan 26, 2022

BUY
$44.48 - $49.36 $201,138 - $223,205
4,522 New
4,522 $215,000
Q3 2021

Oct 28, 2021

SELL
$41.66 - $45.84 $292,661 - $322,026
-7,025 Closed
0 $0
Q2 2021

Aug 10, 2021

BUY
$43.52 - $46.03 $305,728 - $323,360
7,025 New
7,025 $315,000

Others Institutions Holding DFAT

About DIMENSIONAL ETF TR U S TARGET


  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
Track This Portfolio

Track Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions LLC 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 Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.