Montag A & Associates Inc Dimensional ETF Tr U S Target Transaction History
Montag A & Associates Inc
- $2.08 Billion
- Q4 2024
A detailed history of Montag A & Associates Inc transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Montag A & Associates Inc holds 29,849 shares of DFAT stock, worth $1.63 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
29,849
Previous 29,849
-0.0%
Holding current value
$1.63 Million
Previous $1.66 Million
0.06%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
748Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$771 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$681 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$490 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$394 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$281 Million2.33% of portfolio