Vestia Personal Wealth Advisors Dimensional ETF Tr U S Target Transaction History

Vestia Personal Wealth Advisors

  • $121 Billion
  • Q4 2024

A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 197,779 shares of DFAT stock, worth $11.4 Million. This represents 9.06% of its overall portfolio holdings.

Number of Shares
197,779
Previous 199,996 1.11%
Holding current value
$11.4 Million
Previous $11.1 Billion 1.05%
% of portfolio
9.06%
Previous 10.48%

Shares

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

Jan 27, 2025
SELL
$54.54 - $61.04 $120,915 - $135,325
-2,217 Reduced 1.11%
197,779 $11 Billion
Q3 2024

Nov 04, 2024
BUY
$51.0 - $57.07 $8,466 - $9,473
166 Added 0.08%
199,996 $11.1 Billion
Q2 2024

Aug 09, 2024
BUY
$50.18 - $54.47 $10 Million - $10.9 Million
199,830 New
199,830 $10.4 Billion

Others Institutions Holding DFAT

# of Institutions
681
Shares Held
159M
Call Options Held
0
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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