Cladis Investment Advisory, LLC Dimensional ETF Tr U S Target Transaction History
Cladis Investment Advisory, LLC
- $144 Billion
- Q3 2024
A detailed history of Cladis Investment Advisory, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Cladis Investment Advisory, LLC holds 4,079 shares of DFAT stock, worth $234,828. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,079
Previous 4,079
-0.0%
Holding current value
$234,828
Previous $212 Million
7.25%
% of portfolio
0.16%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
694Shares Held
160MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$814 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$506 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$414 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$295 Million2.33% of portfolio