Coston, Mc Isaac & Partners Dimensional ETF Tr U S Target Transaction History
Coston, Mc Isaac & Partners
- $265 Million
- Q2 2024
A detailed history of Coston, Mc Isaac & Partners transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Coston, Mc Isaac & Partners holds 1,431 shares of DFAT stock, worth $79,377. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,431
Previous 1,426
0.35%
Holding current value
$79,377
Previous $77,000
3.9%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$790 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$690 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$479 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$416 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$269 Million2.47% of portfolio