Creative Planning Dimensional ETF Tr U S Target Transaction History
Creative Planning
- $101 Billion
- Q3 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 14,143,862 shares of DFAT stock, worth $784 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
14,143,862
Previous 14,250,654
0.75%
Holding current value
$784 Million
Previous $739 Million
6.45%
% of portfolio
0.78%
Previous 0.79%
Shares
14 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$690 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$487 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$409 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$288 Million2.46% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.59MShares$199 Million4.56% of portfolio