Kelly Financial Group LLC Dimensional ETF Tr U S Target Transaction History
Kelly Financial Group LLC
- $320 Billion
- Q1 2025
A detailed history of Kelly Financial Group LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Kelly Financial Group LLC holds 269,339 shares of DFAT stock, worth $14 Million. This represents 4.33% of its overall portfolio holdings.
Number of Shares
269,339
Previous 237,975
13.18%
Holding current value
$14 Million
Previous $13.2 Billion
4.7%
% of portfolio
4.33%
Previous 4.71%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
769Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$726 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$648 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$462 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$329 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$263 Million1.97% of portfolio