Creative Planning Dimensional ETF Tr U S Target Transaction History
Creative Planning
- $90.1 Billion
- Q1 2024
A detailed history of Creative Planning transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Creative Planning holds 13,695,016 shares of DFAT stock, worth $710 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
13,695,016
Previous 13,638,740
0.41%
Holding current value
$710 Million
Previous $714 Million
4.44%
% of portfolio
0.83%
Previous 0.86%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
629Shares Held
151MCall Options Held
0Put Options Held
0-
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
-
Buckingham Strategic Partners Saint Louis, MO3.74MShares$194 Million6.39% of portfolio