Bordeaux Wealth Advisors LLC Dimensional ETF Tr U S Target Transaction History
Bordeaux Wealth Advisors LLC
- $302 Million
- Q1 2024
A detailed history of Bordeaux Wealth Advisors LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 7,464 shares of DFAT stock, worth $380,664. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,464
Previous 7,464
-0.0%
Holding current value
$380,664
Previous $390,000
4.1%
% of portfolio
0.13%
Previous 0.13%
Shares
1 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