Mason Investment Advisory Services, Inc. Dimensional ETF Tr U S Target Transaction History
Mason Investment Advisory Services, Inc.
- $1.71 Trillion
- Q4 2024
A detailed history of Mason Investment Advisory Services, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 118,750 shares of DFAT stock, worth $6.79 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
118,750
Previous 118,453
0.25%
Holding current value
$6.79 Million
Previous $6.59 Billion
0.3%
% of portfolio
0.39%
Previous 0.38%
Shares
14 transactions
Others Institutions Holding DFAT
# of Institutions
747Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$804 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$711 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$511 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$411 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$293 Million2.33% of portfolio