Maryland Capital Advisors Inc. Dimensional ETF Tr U S Target Transaction History
Maryland Capital Advisors Inc.
- $203 Million
- Q3 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 36,630 shares of DFAT stock, worth $2.2 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
36,630
Previous 33,048
10.84%
Holding current value
$2.2 Million
Previous $1.71 Million
18.84%
% of portfolio
1.0%
Previous 0.93%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
667Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$851 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$749 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$529 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$443 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$312 Million2.46% of portfolio