Trifecta Capital Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Trifecta Capital Advisors, LLC
- $452 Billion
- Q2 2024
A detailed history of Trifecta Capital Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 1,512 shares of DFAT stock, worth $84,581. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,512
Previous 1,512
-0.0%
Holding current value
$84,581
Previous $82.3 Million
4.7%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$797 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$696 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$483 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$420 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$271 Million2.47% of portfolio