Maryland Capital Advisors Inc. Dimensional ETF Tr U S Target Transaction History
Maryland Capital Advisors Inc.
- $211 Million
- Q4 2024
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 44,192 shares of DFAT stock, worth $2.53 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
44,192
Previous 36,630
20.64%
Holding current value
$2.53 Million
Previous $2.04 Million
20.72%
% of portfolio
1.17%
Previous 1.0%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
715Shares Held
164MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$810 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$712 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$503 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$412 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$294 Million2.33% of portfolio