Center For Financial Planning, Inc. Dimensional ETF Tr U S Target Transaction History
Center For Financial Planning, Inc.
- $691 Million
- Q2 2024
A detailed history of Center For Financial Planning, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 2,100 shares of DFAT stock, worth $116,487. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,100
Previous 2,100
-0.0%
Holding current value
$116,487
Previous $114,000
5.26%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$790 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$690 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$479 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$416 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$269 Million2.47% of portfolio