Intelligent Financial Strategies Dimensional ETF Tr U S Target Transaction History
Intelligent Financial Strategies
- $157 Million
- Q2 2024
A detailed history of Intelligent Financial Strategies transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Intelligent Financial Strategies holds 896 shares of DFAT stock, worth $49,468. This represents 0.03% of its overall portfolio holdings.
Number of Shares
896
Previous 896
-0.0%
Holding current value
$49,468
Previous $48,000
4.17%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
649Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$787 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$687 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$476 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$414 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$268 Million2.47% of portfolio