Olistico Wealth, LLC Dimensional ETF Tr U S Target Transaction History

Olistico Wealth, LLC

$164 Billion
Q3 2024

A detailed history of Olistico Wealth, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Olistico Wealth, LLC holds 13,272 shares of DFAT stock, worth $742,435. This represents 0.45% of its overall portfolio holdings.

Number of Shares

13,272

Previous 13,863 4.26%

Holding current value

$742,435

Previous $719 Million 2.68%

% of portfolio

0.45%

Previous 0.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$51.0 - $57.07 $30,141 - $33,728	-591 Reduced 4.26%	13,272 $738 Million
Q2 2024 Jul 09, 2024	SELL	$50.18 - $54.47 $19,971 - $21,679	-398 Reduced 2.79%	13,863 $719 Million
Q1 2024 Apr 24, 2024	BUY	$49.45 - $54.43 $445 - $489	9 Added 0.06%	14,261 $776 Million
Q4 2023 Feb 12, 2024	SELL	$42.71 - $53.09 $358,379 - $445,478	-8,391 Reduced 37.06%	14,252 $746 Million
Q3 2023 Oct 18, 2023	BUY	$45.07 - $49.71 $2,478 - $2,734	55 Added 0.24%	22,643 $1.03 Billion
Q2 2023 Jul 25, 2023	BUY	$41.44 - $46.39 $290 - $324	7 Added 0.03%	22,588 $1.05 Billion
Q1 2023 May 11, 2023	SELL	$42.38 - $49.75 $100,652 - $118,156	-2,375 Reduced 9.52%	22,581 $1 Billion
Q4 2022 Feb 02, 2023	BUY	$40.24 - $46.91 $1 Million - $1.17 Million	24,956 New	24,956 $1.1 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

More about DFAT

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Olistico Wealth, LLC Dimensional ETF Tr U S Target Transaction History