Bartlett & Co. LLC Dimensional ETF Tr U S Target Transaction History

Bartlett & Co. LLC

$6.16 Billion
Q4 2023

A detailed history of Bartlett & Co. LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Bartlett & Co. LLC holds 10,309 shares of DFAT stock, worth $505,862. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,309

Holding current value

$505,862

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 08, 2024	BUY	$42.71 - $53.09 $440,297 - $547,304	10,309 New	10,309 $545,000

Others Institutions Holding DFAT

# of Institutions

758

Shares Held

167M

Call Options Held

500

Put Options Held

Creative Planning Overland Park, KS

14.1M
Shares

$691 Million
0.76% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$610 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.88M
Shares

$436 Million
8.65% of portfolio
Index Fund Advisors, Inc.

6.31M
Shares

$310 Million
20.84% of portfolio
Savant Capital, LLC

5.13M
Shares

$252 Million
2.33% of portfolio

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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