Diversify Advisory Services, LLC Dimensional ETF Tr U S Target Transaction History
Diversify Advisory Services, LLC
- $1.82 Trillion
- Q2 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 19,543 shares of DFAT stock, worth $1.05 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
19,543
Previous 22,621
13.61%
Holding current value
$1.05 Million
Previous $1.22 Billion
18.33%
% of portfolio
0.05%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$765 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$668 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$463 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$403 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$260 Million2.47% of portfolio