Keener Financial Planning LLC Dimensional ETF Tr U S Target Transaction History
Keener Financial Planning LLC
- $169 Million
- Q4 2024
A detailed history of Keener Financial Planning LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Keener Financial Planning LLC holds 5,279 shares of DFAT stock, worth $302,961. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,279
Previous 5,279
-0.0%
Holding current value
$302,961
Previous $293,000
-0.0%
% of portfolio
0.17%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
684Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$714 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$504 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$413 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$295 Million2.33% of portfolio