Lauterbach Financial Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Lauterbach Financial Advisors, LLC
- $157 Million
- Q3 2024
A detailed history of Lauterbach Financial Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 387,692 shares of DFAT stock, worth $22.3 Million. This represents 13.77% of its overall portfolio holdings.
Number of Shares
387,692
Previous 390,850
0.81%
Holding current value
$22.3 Million
Previous $20.3 Million
6.38%
% of portfolio
13.77%
Previous 14.01%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$814 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$505 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$424 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$299 Million2.46% of portfolio