Lakeshore Financial Planning, Inc. Dimensional ETF Tr U S Target Transaction History
Lakeshore Financial Planning, Inc.
- $198 Billion
- Q1 2024
A detailed history of Lakeshore Financial Planning, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 287,309 shares of DFAT stock, worth $14.7 Million. This represents 7.91% of its overall portfolio holdings.
Number of Shares
287,309
Previous 314,015
8.5%
Holding current value
$14.7 Million
Previous $14.3 Billion
9.0%
% of portfolio
7.91%
Previous 8.18%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
632Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$699 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$645 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$463 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$394 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$246 Million3.04% of portfolio