Diversify Advisory Services, LLC Dimensional ETF Tr U S Target Transaction History
Diversify Advisory Services, LLC
- $1.82 Trillion
- Q2 2024
A detailed history of Diversify Advisory Services, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 19,543 shares of DFAT stock, worth $1.07 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
19,543
Previous 22,621
13.61%
Holding current value
$1.07 Million
Previous $1.22 Billion
18.33%
% of portfolio
0.05%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
632Shares Held
153MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$750 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$693 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$498 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$424 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$264 Million3.04% of portfolio