Creative Planning Dimensional ETF Tr U S Target Transaction History
Creative Planning
- $93.6 Billion
- Q2 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 14,250,654 shares of DFAT stock, worth $790 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
14,250,654
Previous 13,695,016
4.06%
Holding current value
$790 Million
Previous $745 Million
0.84%
% of portfolio
0.79%
Previous 0.83%
Shares
13 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares 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, IL8.63MShares$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
-
Buckingham Strategic Partners Saint Louis, MO3.69MShares$205 Million5.46% of portfolio