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 $46.8 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
797,666
Previous 864,554
7.74%
Holding current value
$46.8 Million
Previous $34.8 Million
10.6%
% of portfolio
1.96%
Previous 2.19%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
666Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$829 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$729 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$515 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$432 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$304 Million2.46% of portfolio