Fortis Advisors, LLC Dimensional ETF Tr U S Target Transaction History

Fortis Advisors, LLC

  • $128 Million
  • Q4 2024

A detailed history of Fortis Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Fortis Advisors, LLC holds 8,819 shares of DFAT stock, worth $458,411. This represents 0.38% of its overall portfolio holdings.

Number of Shares
8,819
Previous 8,785 0.39%
Holding current value
$458,411
Previous $488,000 0.41%
% of portfolio
0.38%
Previous 0.38%

Shares

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

Jan 13, 2025
BUY
$54.54 - $61.04 $1,854 - $2,075
34 Added 0.39%
8,819 $490,000
Q3 2024

Nov 07, 2024
BUY
$51.0 - $57.07 $1,581 - $1,769
31 Added 0.35%
8,785 $488,000
Q2 2024

Dec 05, 2024
SELL
$50.18 - $54.47 $1,555 - $1,688
-31 Reduced 0.35%
8,754 $454,000
Q2 2024

Aug 08, 2024
BUY
$50.18 - $54.47 $1,806 - $1,960
36 Added 0.41%
8,754 $454,000
Q1 2024

Dec 05, 2024
BUY
$49.45 - $54.43 $840 - $925
17 Added 0.2%
8,718 $474,000
Q1 2024

May 13, 2024
BUY
$49.45 - $54.43 $840 - $925
17 Added 0.2%
8,718 $474,000
Q4 2023

Dec 05, 2024
SELL
$42.71 - $53.09 $3,587 - $4,459
-84 Reduced 0.96%
8,701 $455,000
Q4 2023

Feb 13, 2024
BUY
$42.71 - $53.09 $1,409 - $1,751
33 Added 0.38%
8,701 $455,000
Q3 2023

Dec 05, 2024
SELL
$45.07 - $49.71 $5,273 - $5,816
-117 Reduced 1.33%
8,668 $396,000
Q3 2023

Nov 13, 2023
BUY
$45.07 - $49.71 $1,532 - $1,690
34 Added 0.39%
8,668 $396,000
Q2 2023

Dec 04, 2024
SELL
$41.44 - $46.39 $6,257 - $7,004
-151 Reduced 1.72%
8,634 $400,000
Q2 2023

Aug 14, 2023
BUY
$41.44 - $46.39 $1,533 - $1,716
37 Added 0.43%
8,634 $400,000
Q1 2023

May 09, 2023
BUY
$42.38 - $49.75 $1,059 - $1,243
25 Added 0.29%
8,597 $382,000
Q4 2022

Feb 14, 2023
BUY
$40.24 - $46.91 $1,368 - $1,594
34 Added 0.4%
8,572 $376,000
Q3 2022

Nov 10, 2022
SELL
$38.84 - $46.6 $72,514 - $87,002
-1,867 Reduced 17.94%
8,538 $333,000
Q2 2022

Aug 15, 2022
BUY
$39.72 - $47.15 $1,668 - $1,980
42 Added 0.41%
10,405 $418,000
Q1 2022

May 16, 2022
BUY
$44.35 - $48.64 $887 - $972
20 Added 0.19%
10,363 $483,000
Q4 2021

Feb 14, 2022
BUY
$44.48 - $49.36 $3,113 - $3,455
70 Added 0.68%
10,343 $492,000
Q3 2021

Nov 12, 2021
BUY
$41.66 - $45.84 $999 - $1,100
24 Added 0.23%
10,273 $456,000
Q2 2021

Aug 16, 2021
BUY
$43.52 - $46.03 $446,036 - $471,761
10,249 New
10,249 $459,000

Others Institutions Holding DFAT

# of Institutions
749
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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