Concord Wealth Partners Dimensional ETF Tr U S Target Call Options Transaction History

Concord Wealth Partners

$548 Million
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAT

# of Institutions

629

Shares Held

151M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

13.7M
Shares

$710 Million
0.83% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.6M
Shares

$656 Million
7.81% of portfolio
Forum Financial Management, LP Lombard, IL

9.09M
Shares

$471 Million
9.57% of portfolio
Index Fund Advisors, Inc.

7.73M
Shares

$401 Million
23.74% of portfolio
Savant Capital, LLC

4.82M
Shares

$250 Million
3.04% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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