Evensky & Katz LLC Dimensional ETF Tr U S Target Transaction History
Evensky & Katz LLC
- $1.44 Billion
- Q2 2024
A detailed history of Evensky & Katz LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Evensky & Katz LLC holds 74,584 shares of DFAT stock, worth $4 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
74,584
Previous 74,455
0.17%
Holding current value
$4 Million
Previous $4.05 Million
4.54%
% of portfolio
0.27%
Previous 0.29%
Shares
13 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$765 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$668 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$463 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$403 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$260 Million2.47% of portfolio