Mokosak Advisory Group, LLC Dimensional ETF Tr U S Target Transaction History
Mokosak Advisory Group, LLC
- $354 Million
- Q2 2025
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 4,004 shares of DFAT stock, worth $218,258. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,004
Previous 3,986
0.45%
Holding current value
$218,258
Previous $205,000
5.37%
% of portfolio
0.06%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
777Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$760 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$678 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$510 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$336 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$270 Million1.74% of portfolio