Mokosak Advisory Group, LLC Dimensional ETF Tr U S Target Transaction History
Mokosak Advisory Group, LLC
- $303 Million
- Q1 2024
A detailed history of Mokosak Advisory Group, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Mokosak Advisory Group, LLC holds 3,989 shares of DFAT stock, worth $206,111. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,989
Previous 4,099
2.68%
Holding current value
$206,111
Previous $214,000
1.4%
% of portfolio
0.07%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
630Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$708 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$653 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$469 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$400 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$249 Million3.04% of portfolio