Balasa Dinverno & Foltz LLC Dimensional ETF Tr U S Target Transaction History
Balasa Dinverno & Foltz LLC
- $1.58 Billion
- Q3 2022
A detailed history of Balasa Dinverno & Foltz LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 797,666 shares of DFAT stock, worth $41 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
797,666
Previous 864,554
7.74%
Holding current value
$41 Million
Previous $34.8 Million
10.6%
% of portfolio
1.96%
Previous 2.19%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
629Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$704 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$650 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$467 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$398 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$248 Million3.04% of portfolio