First Republic Investment Management, Inc. Dimensional ETF Tr U S Target Transaction History
First Republic Investment Management, Inc.
- $34.7 Billion
- Q3 2023
A detailed history of First Republic Investment Management, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 15,134 shares of DFAT stock, worth $742,625. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15,134
Previous 14,065
7.6%
Holding current value
$742,625
Previous $652,000
5.98%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
758Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$691 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$436 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$310 Million20.84% of portfolio
-
Savant Capital, LLC5.13MShares$252 Million2.33% of portfolio