Maryland Capital Advisors Inc. Dimensional ETF Tr U S Target Transaction History
Maryland Capital Advisors Inc.
- $220 Million
- Q1 2025
A detailed history of Maryland Capital Advisors Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Maryland Capital Advisors Inc. holds 48,618 shares of DFAT stock, worth $2.52 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
48,618
Previous 44,192
10.02%
Holding current value
$2.52 Million
Previous $2.46 Million
1.79%
% of portfolio
1.14%
Previous 1.17%
Shares
13 transactions
Others Institutions Holding DFAT
# of Institutions
770Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$723 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$645 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$460 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$327 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$262 Million1.97% of portfolio