Collective Family Office LLC Dimensional ETF Tr U S Target Transaction History
Collective Family Office LLC
- $360 Million
- Q4 2024
A detailed history of Collective Family Office LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Collective Family Office LLC holds 5,658 shares of DFAT stock, worth $325,900. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,658
Previous 5,658
-0.0%
Holding current value
$325,900
Previous $314,000
-0.0%
% of portfolio
0.09%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
681Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$815 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$415 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$296 Million2.33% of portfolio