Certified Advisory Corp Dimensional ETF Tr U S Target Transaction History
Certified Advisory Corp
- $778 Million
- Q2 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 42,263 shares of DFAT stock, worth $2.32 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
42,263
Previous 42,242
0.05%
Holding current value
$2.32 Million
Previous $2.3 Million
4.65%
% of portfolio
0.28%
Previous 0.33%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$781 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$682 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$473 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$412 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$266 Million2.47% of portfolio