Advisor Partners Ii, LLC Dimensional ETF Tr U S Target Transaction History
Advisor Partners Ii, LLC
- $2.47 Billion
- Q3 2023
A detailed history of Advisor Partners Ii, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Advisor Partners Ii, LLC holds 36,921 shares of DFAT stock, worth $1.94 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
36,921
Previous 36,570
0.96%
Holding current value
$1.94 Million
Previous $1.7 Million
0.59%
% of portfolio
0.07%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
770Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$733 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$467 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$332 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$265 Million1.97% of portfolio