Aviance Capital Partners, LLC Dimensional ETF Tr U S Target Transaction History
Aviance Capital Partners, LLC
- $733 Million
- Q3 2024
A detailed history of Aviance Capital Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Aviance Capital Partners, LLC holds 49,741 shares of DFAT stock, worth $2.85 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
49,741
Previous 38,021
30.83%
Holding current value
$2.85 Million
Previous $1.97 Million
40.31%
% of portfolio
0.38%
Previous 0.29%
Shares
9 transactions
Others Institutions Holding DFAT
# of Institutions
684Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$714 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$504 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$413 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$295 Million2.33% of portfolio