Clifford Swan Investment Counsel LLC Dimensional ETF Tr U S Target Transaction History
Clifford Swan Investment Counsel LLC
- $2.78 Billion
- Q3 2024
A detailed history of Clifford Swan Investment Counsel LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 4,204 shares of DFAT stock, worth $244,420. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,204
Previous 4,204
-0.0%
Holding current value
$244,420
Previous $218,000
6.88%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
666Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$822 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$723 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$511 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$428 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$302 Million2.46% of portfolio