Intergy Private Wealth, LLC Dimensional ETF Tr U S Target Transaction History

Intergy Private Wealth, LLC

$265 Million
Q4 2024

A detailed history of Intergy Private Wealth, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 19,999 shares of DFAT stock, worth $1.14 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

19,999

Previous 19,992 0.04%

Holding current value

$1.14 Million

Previous $1.11 Million 0.09%

% of portfolio

0.42%

Previous 0.43%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$54.54 - $61.04 $381 - $427	7 Added 0.04%	19,999 $1.11 Million
Q3 2024 Oct 17, 2024	BUY	$51.0 - $57.07 $306 - $342	6 Added 0.03%	19,992 $1.11 Million
Q2 2024 Jul 15, 2024	SELL	$50.18 - $54.47 $602 - $653	-12 Reduced 0.06%	19,986 $1.04 Million
Q1 2024 Apr 24, 2024	SELL	$49.45 - $54.43 $14,488 - $15,947	-293 Reduced 1.44%	19,998 $1.09 Million
Q4 2023 Jan 11, 2024	BUY	$42.71 - $53.09 $166,996 - $207,581	3,910 Added 23.87%	20,291 $1.06 Million
Q3 2023 Oct 19, 2023	SELL	$45.07 - $49.71 $11,988 - $13,222	-266 Reduced 1.6%	16,381 $748,000
Q1 2023 May 03, 2023	SELL	$42.38 - $49.75 $889 - $1,044	-21 Reduced 0.13%	16,647 $740,000
Q4 2022 Jan 18, 2023	SELL	$40.24 - $46.91 $44,344 - $51,694	-1,102 Reduced 6.2%	16,668 $0
Q3 2022 Oct 18, 2022	BUY	$38.84 - $46.6 $690,186 - $828,082	17,770 New	17,770 $692,000

Others Institutions Holding DFAT

# of Institutions

703

Shares Held

162M

Call Options Held

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 Intergy Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intergy Private Wealth, LLC with notifications on news.

Account

Intergy Private Wealth, LLC Dimensional ETF Tr U S Target Transaction History