Avondale Wealth Management Dimensional ETF Tr U S Target Transaction History
Avondale Wealth Management
- $144 Million
- Q2 2024
A detailed history of Avondale Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Avondale Wealth Management holds 130,430 shares of DFAT stock, worth $7.35 Million. This represents 4.69% of its overall portfolio holdings.
Number of Shares
130,430
Previous 125,416
4.0%
Holding current value
$7.35 Million
Previous $6.83 Million
0.89%
% of portfolio
4.69%
Previous 4.8%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
638Shares Held
154MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$772 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$713 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$512 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$436 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$271 Million3.04% of portfolio