Klingman & Associates, LLC Dimensional ETF Tr U S Target Transaction History
Klingman & Associates, LLC
- $1.61 Billion
- Q3 2024
A detailed history of Klingman & Associates, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Klingman & Associates, LLC holds 62,218 shares of DFAT stock, worth $3.58 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
62,218
Previous 62,218
-0.0%
Holding current value
$3.58 Million
Previous $3.23 Million
7.25%
% of portfolio
0.21%
Previous 0.22%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
681Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$815 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$506 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$415 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$296 Million2.33% of portfolio