Clayton Financial Group LLC Dimensional ETF Tr U S Target Transaction History
Clayton Financial Group LLC
- $231 Billion
- Q2 2024
A detailed history of Clayton Financial Group LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Clayton Financial Group LLC holds 13,045 shares of DFAT stock, worth $720,214. This represents 0.31% of its overall portfolio holdings.
Number of Shares
13,045
Previous 10,218
27.67%
Holding current value
$720,214
Previous $556 Million
27.67%
% of portfolio
0.31%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
649Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$787 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$687 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$476 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$414 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$268 Million2.47% of portfolio