Gem Asset Management, LLC Dimensional ETF Tr U S Target Transaction History
Gem Asset Management, LLC
- $149 Billion
- Q1 2024
A detailed history of Gem Asset Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Gem Asset Management, LLC holds 6,040 shares of DFAT stock, worth $343,011. This represents 0.2% of its overall portfolio holdings.
Number of Shares
6,040
Previous 6,041
0.02%
Holding current value
$343,011
Previous $316 Million
4.13%
% of portfolio
0.2%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
637Shares Held
154MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$778 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$718 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$516 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$439 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$274 Million3.04% of portfolio