Momentum Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Momentum Advisors, LLC
- $96.6 Million
- Q4 2022
A detailed history of Momentum Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Momentum Advisors, LLC holds 18,677 shares of DFAT stock, worth $1.08 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
18,677
Previous 10,074
85.4%
Holding current value
$1.08 Million
Previous $393,000
108.65%
% of portfolio
0.85%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
667Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$820 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$722 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$510 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$428 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$301 Million2.46% of portfolio