Financial Alternatives, Inc Dimensional ETF Tr U S Target Transaction History
Financial Alternatives, Inc
- $142 Billion
- Q3 2024
A detailed history of Financial Alternatives, Inc transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Financial Alternatives, Inc holds 3,944 shares of DFAT stock, worth $218,734. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,944
Previous 4,946
20.26%
Holding current value
$218,734
Previous $257 Million
14.48%
% of portfolio
0.15%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$784 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$690 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$487 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$409 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$288 Million2.46% of portfolio