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 $870,961. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15,134
Previous 14,065
7.6%
Holding current value
$870,961
Previous $652,000
5.98%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$814 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$505 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$424 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$299 Million2.46% of portfolio