Mokosak Advisory Group, LLC Dimensional ETF Tr U S Target Transaction History
Mokosak Advisory Group, LLC
- $333 Million
- Q3 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 3,901 shares of DFAT stock, worth $224,502. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,901
Previous 4,005
2.6%
Holding current value
$224,502
Previous $207,000
4.83%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$814 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$505 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$424 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$299 Million2.46% of portfolio