Clear Investment Research, LLC Dimensional ETF Tr U S Target Transaction History
Clear Investment Research, LLC
- $76.6 Million
- Q3 2024
A detailed history of Clear Investment Research, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Clear Investment Research, LLC holds 1,921 shares of DFAT stock, worth $110,246. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,921
Previous 2,235
14.05%
Holding current value
$110,246
Previous $115,000
7.83%
% of portfolio
0.14%
Previous 0.15%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
684Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$714 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$504 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$413 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$295 Million2.33% of portfolio