Certified Advisory Corp Dimensional ETF Tr U S Target Transaction History
Certified Advisory Corp
- $910 Million
- Q4 2024
A detailed history of Certified Advisory Corp transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Certified Advisory Corp holds 44,584 shares of DFAT stock, worth $2.59 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
44,584
Previous 42,234
5.56%
Holding current value
$2.59 Million
Previous $2.35 Million
5.62%
% of portfolio
0.27%
Previous 0.27%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
682Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$820 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$721 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$509 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$417 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$298 Million2.33% of portfolio