Coston, Mc Isaac & Partners Dimensional ETF Tr U S Target Transaction History
Coston, Mc Isaac & Partners
- $298 Million
- Q3 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 1,437 shares of DFAT stock, worth $82,699. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,437
Previous 1,431
0.42%
Holding current value
$82,699
Previous $74,000
6.76%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$814 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$505 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$424 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$299 Million2.46% of portfolio