Mason Investment Advisory Services, Inc. Dimensional ETF Tr U S Target Transaction History
Mason Investment Advisory Services, Inc.
- $1.71 Trillion
- Q3 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 118,453 shares of DFAT stock, worth $6.89 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
118,453
Previous 118,186
0.23%
Holding current value
$6.89 Million
Previous $6.13 Billion
7.49%
% of portfolio
0.38%
Previous 0.38%
Shares
13 transactions
Others Institutions Holding DFAT
# of Institutions
666Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$822 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$723 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$511 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$428 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$302 Million2.46% of portfolio