Jnba Financial Advisors Dimensional ETF Tr U S Target Transaction History

Jnba Financial Advisors

$980 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 02, 2023	SELL	$45.07 - $49.71 $946 - $1,043	-21 Reduced 9.5%	200 $9,000
Q2 2021 Aug 04, 2021	BUY	$43.52 - $46.03 $9,617 - $10,172	221 New	221 $10,000

Others Institutions Holding DFAT

# of Institutions

668

Shares Held

156M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$814 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$716 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.78M
Shares

$505 Million
9.32% of portfolio
Index Fund Advisors, Inc.

7.37M
Shares

$424 Million
22.37% of portfolio
Savant Capital, LLC

5.19M
Shares

$299 Million
2.46% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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