Avondale Wealth Management Dimensional ETF Tr U S Target Transaction History
Avondale Wealth Management
- $150 Million
- Q4 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 143,178 shares of DFAT stock, worth $7.84 Million. This represents 5.3% of its overall portfolio holdings.
Number of Shares
143,178
Previous 132,566
8.01%
Holding current value
$7.84 Million
Previous $7.37 Million
8.07%
% of portfolio
5.3%
Previous 4.86%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
748Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$771 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$681 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$490 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$394 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$281 Million2.33% of portfolio