Trifecta Capital Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Trifecta Capital Advisors, LLC
- $478 Billion
- Q3 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 $87,091. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,512
Previous 1,512
-0.0%
Holding current value
$87,091
Previous $78.4 Million
7.25%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
680Shares Held
158MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$815 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$506 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$424 Million22.37% of portfolio
-
Savant Capital, LLC5.13MShares$296 Million2.33% of portfolio