Mutual Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Mutual Advisors, LLC
- $3.5 Billion
- Q3 2024
A detailed history of Mutual Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Mutual Advisors, LLC holds 35,887 shares of DFAT stock, worth $2.07 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
35,887
Previous 36,208
0.89%
Holding current value
$2.07 Million
Previous $1.88 Million
6.28%
% of portfolio
0.06%
Previous 0.06%
Shares
14 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