Center For Financial Planning, Inc. Dimensional ETF Tr U S Target Transaction History
Center For Financial Planning, Inc.
- $781 Million
- Q1 2025
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 1,300 shares of DFAT stock, worth $68,328. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,300
Previous 2,667
51.26%
Holding current value
$68,328
Previous $148,000
55.41%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
770Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$733 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$467 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$332 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$265 Million1.97% of portfolio