Allworth Financial LP Dimensional ETF Tr U S Target Transaction History
Allworth Financial LP
- $14 Billion
- Q1 2024
A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Allworth Financial LP holds 508,503 shares of DFAT stock, worth $26.4 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
508,503
Previous 511,535
0.59%
Holding current value
$26.4 Million
Previous $26.8 Million
3.4%
% of portfolio
0.2%
Previous 0.21%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
629Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$710 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$656 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$471 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$401 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$250 Million3.04% of portfolio