Mokosak Advisory Group, LLC Dimensional ETF Tr U S Target Transaction History
Mokosak Advisory Group, LLC
- $382 Million
- Q3 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 4,023 shares of DFAT stock, worth $231,885. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,023
Previous 4,004
0.47%
Holding current value
$231,885
Previous $216,000
8.33%
% of portfolio
0.06%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
797Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$539 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$376 Million19.13% of portfolio
-
Pure Financial Advisors, LLC4.96MShares$286 Million4.76% of portfolio