Blue Sky Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Blue Sky Wealth Advisors, LLC
- $128 Million
- Q1 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 262,399 shares of DFAT stock, worth $13.4 Million. This represents 11.18% of its overall portfolio holdings.
Number of Shares
262,399
Previous 256,936
2.13%
Holding current value
$13.4 Million
Previous $13.4 Million
6.23%
% of portfolio
11.18%
Previous 2.5%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
631Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$698 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$645 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$463 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$394 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$246 Million3.04% of portfolio