B.O.S.S. Retirement Advisors, LLC Dimensional ETF Tr U S Target Transaction History
B.O.S.S. Retirement Advisors, LLC
- $497 Billion
- Q3 2024
A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 21,298 shares of DFAT stock, worth $1.26 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
21,298
Previous 18,350
16.07%
Holding current value
$1.26 Million
Previous $952 Million
24.48%
% of portfolio
0.24%
Previous 0.24%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
657Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$836 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$735 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$519 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$436 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$307 Million2.46% of portfolio