Concurrent Investment Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 4,595 shares of DFAT stock, worth $271,610. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,595
Previous 4,585
0.22%
Holding current value
$271,610
Previous $238 Million
7.47%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
657Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$836 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$735 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$519 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$436 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$307 Million2.46% of portfolio