Diversify Advisory Services, LLC Dimensional ETF Tr U S Target Transaction History
Diversify Advisory Services, LLC
- $1.81 Trillion
- Q4 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 11,231 shares of DFAT stock, worth $644,322. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,231
Previous 16,196
30.66%
Holding current value
$644,322
Previous $895 Million
31.43%
% of portfolio
0.03%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
675Shares Held
157MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$811 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$714 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$504 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$423 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$298 Million2.46% of portfolio