Diversify Advisory Services, LLC Dimensional ETF Tr U S Target Transaction History
Diversify Advisory Services, LLC
- $1.86 Trillion
- Q3 2024
A detailed history of Diversify Advisory Services, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 16,196 shares of DFAT stock, worth $974,675. This represents 0.05% of its overall portfolio holdings.
Number of Shares
16,196
Previous 19,543
17.13%
Holding current value
$974,675
Previous $997 Million
10.24%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
667Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$851 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$749 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$529 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$443 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$312 Million2.46% of portfolio