Bos Asset Management, LLC Dimensional ETF Tr U S Target Transaction History
Bos Asset Management, LLC
- $279 Billion
- Q4 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 22,454 shares of DFAT stock, worth $1.24 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
22,454
Previous 21,462
4.62%
Holding current value
$1.24 Million
Previous $1.19 Billion
4.68%
% of portfolio
0.45%
Previous 0.44%
Shares
9 transactions
Others Institutions Holding DFAT
# of Institutions
748Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$777 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$687 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$494 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$397 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$283 Million2.33% of portfolio