Magnolia Capital Advisors LLC Dimensional ETF Tr U S Target Transaction History
Magnolia Capital Advisors LLC
- $192 Million
- Q4 2024
A detailed history of Magnolia Capital Advisors LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Magnolia Capital Advisors LLC holds 9,885 shares of DFAT stock, worth $513,822. This represents 0.29% of its overall portfolio holdings.
Number of Shares
9,885
Previous 9,944
0.59%
Holding current value
$513,822
Previous $553,000
0.54%
% of portfolio
0.29%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
749Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$731 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$647 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$465 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$374 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$267 Million2.33% of portfolio