Ag Asset Advisory, LLC Dimensional ETF Tr U S Target Transaction History
Ag Asset Advisory, LLC
- $97.5 Billion
- Q1 2025
A detailed history of Ag Asset Advisory, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Ag Asset Advisory, LLC holds 44,535 shares of DFAT stock, worth $2.34 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
44,535
Previous 38,721
15.02%
Holding current value
$2.34 Million
Previous $2.16 Billion
6.4%
% of portfolio
2.35%
Previous 2.15%
Shares
2 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