Edge Capital Group, LLC Dimensional ETF Tr U S Target Transaction History
Edge Capital Group, LLC
- $2.21 Billion
- Q3 2024
A detailed history of Edge Capital Group, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Edge Capital Group, LLC holds 4,457 shares of DFAT stock, worth $256,500. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,457
Previous 4,457
-0.0%
Holding current value
$256,500
Previous $231,000
6.93%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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