Fiduciary Financial Group, LLC Dimensional ETF Tr U S Target Transaction History
Fiduciary Financial Group, LLC
- $459 Billion
- Q1 2025
A detailed history of Fiduciary Financial Group, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 181,281 shares of DFAT stock, worth $9.57 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
181,281
Previous 176,927
2.46%
Holding current value
$9.57 Million
Previous $9.67 Billion
13.14%
% of portfolio
1.83%
Previous 2.1%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
771Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$736 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$657 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$469 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$333 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$267 Million1.97% of portfolio