Asset Dedication, LLC Dimensional ETF Tr U S Target Transaction History
Asset Dedication, LLC
- $1.43 Billion
- Q2 2024
A detailed history of Asset Dedication, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Asset Dedication, LLC holds 2,103,304 shares of DFAT stock, worth $111 Million. This represents 7.64% of its overall portfolio holdings.
Number of Shares
2,103,304
Previous 1,979,614
6.25%
Holding current value
$111 Million
Previous $108 Million
1.24%
% of portfolio
7.64%
Previous 8.04%
Shares
13 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$752 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$656 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$455 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$396 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$256 Million2.47% of portfolio