American Investment Services, Inc. Dimensional ETF Tr U S Target Transaction History
American Investment Services, Inc.
- $553 Million
- Q2 2024
A detailed history of American Investment Services, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, American Investment Services, Inc. holds 166,912 shares of DFAT stock, worth $9.1 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
166,912
Previous 170,138
1.9%
Holding current value
$9.1 Million
Previous $9.26 Million
6.51%
% of portfolio
1.57%
Previous 1.67%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
649Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$777 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$678 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$471 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$409 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$264 Million2.47% of portfolio