Certified Advisory Corp Dimensional ETF Tr U S Target Transaction History
Certified Advisory Corp
- $882 Million
- Q3 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 42,234 shares of DFAT stock, worth $2.45 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
42,234
Previous 42,263
0.07%
Holding current value
$2.45 Million
Previous $2.19 Million
7.16%
% of portfolio
0.27%
Previous 0.28%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
667Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$820 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$722 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$510 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$428 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$301 Million2.46% of portfolio