Mokosak Advisory Group, LLC Dimensional ETF Tr U S Target Transaction History
Mokosak Advisory Group, LLC
- $333 Million
- Q4 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 3,974 shares of DFAT stock, worth $204,621. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,974
Previous 3,901
1.87%
Holding current value
$204,621
Previous $217,000
1.84%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
753Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$725 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$640 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$461 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$371 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$264 Million2.33% of portfolio