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 $114 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
$114 Million
Previous $83.5 Million
9.11%
% of portfolio
28.29%
Previous 30.01%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
748Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$771 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$681 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$490 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$394 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$281 Million2.33% of portfolio