Belpointe Asset Management LLC Dimensional ETF Tr U S Target Transaction History
Belpointe Asset Management LLC
- $1.49 Billion
- Q3 2024
A detailed history of Belpointe Asset Management LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Belpointe Asset Management LLC holds 7,211 shares of DFAT stock, worth $414,993. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,211
Previous 7,211
-0.0%
Holding current value
$414,993
Previous $374,000
7.22%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$814 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$505 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$424 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$299 Million2.46% of portfolio