Burleson & Company, LLC Dimensional ETF Tr U S Target Transaction History
Burleson & Company, LLC
- $384 Million
- Q4 2022
A detailed history of Burleson & Company, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Burleson & Company, LLC holds 11,189 shares of DFAT stock, worth $628,486. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,189
Previous 11,189
-0.0%
Holding current value
$628,486
Previous $436,000
12.61%
% of portfolio
0.13%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
775Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$783 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$699 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$499 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$355 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$284 Million1.97% of portfolio