Jacobi Capital Management LLC Dimensional ETF Tr U S Target Transaction History
Jacobi Capital Management LLC
- $1.08 Billion
- Q1 2024
A detailed history of Jacobi Capital Management LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Jacobi Capital Management LLC holds 3,737 shares of DFAT stock, worth $193,838. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,737
Previous 4,106
8.99%
Holding current value
$193,838
Previous $214,000
5.14%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
629Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$710 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$656 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$471 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$401 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$250 Million3.04% of portfolio