Disciplined Investments, LLC Dimensional ETF Tr U S Target Transaction History
Disciplined Investments, LLC
- $180 Million
- Q1 2024
A detailed history of Disciplined Investments, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Disciplined Investments, LLC holds 101,100 shares of DFAT stock, worth $5.22 Million. This represents 3.06% of its overall portfolio holdings.
Number of Shares
101,100
Previous 97,205
4.01%
Holding current value
$5.22 Million
Previous $5.09 Million
8.18%
% of portfolio
3.06%
Previous 3.03%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
630Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$708 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$653 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$469 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$400 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$249 Million3.04% of portfolio