Keener Financial Planning LLC Dimensional ETF Tr U S Target Transaction History
Keener Financial Planning LLC
- $201 Million
- Q2 2025
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 $304,281. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,279
Previous 5,279
-0.0%
Holding current value
$304,281
Previous $271,000
4.8%
% of portfolio
0.14%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
792Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$539 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$356 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$285 Million1.74% of portfolio