Exencial Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Exencial Wealth Advisors, LLC
- $2.62 Billion
- Q2 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 353,149 shares of DFAT stock, worth $19.6 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
353,149
Previous 311,818
13.25%
Holding current value
$19.6 Million
Previous $17 Million
7.92%
% of portfolio
0.7%
Previous 0.64%
Shares
13 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$790 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$690 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$479 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$416 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$269 Million2.47% of portfolio