Bos Asset Management, LLC Dimensional ETF Tr U S Target Transaction History
Bos Asset Management, LLC
- $217 Billion
- Q2 2024
A detailed history of Bos Asset Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Bos Asset Management, LLC holds 21,710 shares of DFAT stock, worth $1.17 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
21,710
Previous 20,449
6.17%
Holding current value
$1.17 Million
Previous $1.11 Billion
1.17%
% of portfolio
0.52%
Previous 0.58%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$771 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$673 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$467 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$406 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$262 Million2.47% of portfolio