Dowling & Yahnke LLC Dimensional ETF Tr U S Target Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
A detailed history of Dowling & Yahnke LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Dowling & Yahnke LLC holds 1,321,201 shares of DFAT stock, worth $68.5 Million. This represents 23.97% of its overall portfolio holdings.
Number of Shares
1,321,201
Previous 1,309,876
0.86%
Holding current value
$68.5 Million
Previous $52.7 Million
2.27%
% of portfolio
23.97%
Previous 2.48%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
629Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$710 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$656 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$471 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$401 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$250 Million3.04% of portfolio