Leo Brokerage, LLC Dimensional ETF Tr U S Target Transaction History
Leo Brokerage, LLC
- $875 Million
- Q2 2023
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
746Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$804 Million0.76% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$711 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.81MShares$503 Million9.88% of portfolio
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Index Fund Advisors, Inc.7.2MShares$411 Million22.29% of portfolio
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Savant Capital, LLC5.13MShares$293 Million2.33% of portfolio