Capital Investment Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Capital Investment Advisors, LLC
- $4.37 Billion
- Q2 2024
A detailed history of Capital Investment Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 14,631 shares of DFAT stock, worth $791,244. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,631
Previous 14,631
-0.0%
Holding current value
$791,244
Previous $796,000
4.77%
% of portfolio
0.02%
Previous 0.02%
Shares
1 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