Compass Advisory Group LLC Dimensional ETF Tr U S Target Transaction History
Compass Advisory Group LLC
- $148 Million
- Q1 2024
A detailed history of Compass Advisory Group LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Compass Advisory Group LLC holds 273,562 shares of DFAT stock, worth $14.2 Million. This represents 10.03% of its overall portfolio holdings.
Number of Shares
273,562
Previous 267,249
2.36%
Holding current value
$14.2 Million
Previous $14 Million
6.46%
% of portfolio
10.03%
Previous 8.35%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
629Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$710 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$656 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$471 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$401 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$250 Million3.04% of portfolio