Blue Sky Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Blue Sky Wealth Advisors, LLC
- $639 Million
- Q4 2024
A detailed history of Blue Sky Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 278,459 shares of DFAT stock, worth $15.9 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
278,459
Previous 274,915
1.29%
Holding current value
$15.9 Million
Previous $15.3 Million
1.35%
% of portfolio
2.42%
Previous 2.38%
Shares
14 transactions
Others Institutions Holding DFAT
# of Institutions
747Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$804 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$711 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$511 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$411 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$293 Million2.33% of portfolio