Bos Asset Management, LLC Dimensional ETF Tr U S Target Transaction History
Bos Asset Management, LLC
- $291 Billion
- Q1 2025
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 22,060 shares of DFAT stock, worth $1.14 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
22,060
Previous 22,454
1.75%
Holding current value
$1.14 Million
Previous $1.25 Billion
9.12%
% of portfolio
0.39%
Previous 0.45%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
770Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$723 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$645 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$460 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$327 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$262 Million1.97% of portfolio