Wetherby Asset Management Inc Dimensional ETF Tr U S Target Transaction History

Wetherby Asset Management Inc

  • $2.13 Billion
  • Q3 2024

A detailed history of Wetherby Asset Management Inc transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Wetherby Asset Management Inc holds 8,317 shares of DFAT stock, worth $468,496. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,317
Previous 9,046 8.06%
Holding current value
$468,496
Previous $469,000 1.49%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024
SELL
$51.0 - $57.07 $37,179 - $41,604
-729 Reduced 8.06%
8,317 $462,000
Q3 2022

Nov 14, 2022
SELL
$38.84 - $46.6 $131,589 - $157,880
-3,388 Reduced 27.25%
9,046 $353,000
Q1 2022

May 16, 2022
BUY
$44.35 - $48.64 $185,249 - $203,169
4,177 Added 50.59%
12,434 $579,000
Q2 2021

Aug 16, 2021
BUY
$43.52 - $46.03 $359,344 - $380,069
8,257 New
8,257 $370,000

Others Institutions Holding DFAT

# of Institutions
668
Shares Held
156M
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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