Gen Trust, LLC Dimensional ETF Tr U S Target Transaction History
Gen Trust, LLC
- $2.02 Billion
- Q3 2024
A detailed history of Gen Trust, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Gen Trust, LLC holds 11,082 shares of DFAT stock, worth $642,756. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,082
Previous 11,082
-0.0%
Holding current value
$642,756
Previous $574,000
7.32%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
682Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$820 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$721 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$509 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$417 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$298 Million2.33% of portfolio