Diversified Portfolios, Inc. Dimensional ETF Tr U S Target Transaction History
Diversified Portfolios, Inc.
- $837 Million
- Q3 2024
A detailed history of Diversified Portfolios, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 74,345 shares of DFAT stock, worth $4.28 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
74,345
Previous 75,712
1.81%
Holding current value
$4.28 Million
Previous $3.93 Million
5.3%
% of portfolio
0.49%
Previous 0.46%
Shares
14 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