Poinciana Advisors Group, LLC Dimensional ETF Tr U S Target Transaction History
Poinciana Advisors Group, LLC
- $111 Billion
- Q2 2025
A detailed history of Poinciana Advisors Group, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 28,109 shares of DFAT stock, worth $1.64 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
28,109
Previous 30,260
7.11%
Holding current value
$1.64 Million
Previous $1.56 Billion
2.65%
% of portfolio
1.37%
Previous 1.61%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
786Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$823 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$726 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$546 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$360 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$289 Million1.74% of portfolio