Joel Isaacson & Co., LLC Dimensional ETF Tr U S Target Transaction History
Joel Isaacson & Co., LLC
- $2.17 Billion
- Q1 2025
A detailed history of Joel Isaacson & Co., LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 695,628 shares of DFAT stock, worth $34.1 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
695,628
Previous 665,654
4.5%
Holding current value
$34.1 Million
Previous $37.1 Million
3.33%
% of portfolio
1.65%
Previous 1.7%
Shares
16 transactions
Others Institutions Holding DFAT
# of Institutions
756Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$690 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$439 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$353 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$252 Million2.33% of portfolio