Equius Partners, Inc. Dimensional ETF Tr U S Target Transaction History
Equius Partners, Inc.
- $322 Million
- Q4 2022
A detailed history of Equius Partners, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Equius Partners, Inc. holds 2,073,628 shares of DFAT stock, worth $118 Million. This represents 28.29% of its overall portfolio holdings.
Number of Shares
2,073,628
Previous 2,143,281
3.25%
Holding current value
$118 Million
Previous $83.5 Million
9.11%
% of portfolio
28.29%
Previous 30.01%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio