New Potomac Partners, LLC Dimensional ETF Tr U S Target Transaction History

New Potomac Partners, LLC

$192 Million
Q3 2024

A detailed history of New Potomac Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, New Potomac Partners, LLC holds 1,928 shares of DFAT stock, worth $111,226. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,928

Holding current value

$111,226

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	BUY	$51.0 - $57.07 $98,328 - $110,030	1,928 New	1,928 $107,000

Others Institutions Holding DFAT

# of Institutions

791

Shares Held

171M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

14.1M
Shares

$813 Million
0.66% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$718 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

9.35M
Shares

$540 Million
8.76% of portfolio
Index Fund Advisors, Inc.

6.17M
Shares

$356 Million
19.45% of portfolio
Savant Capital, LLC

4.95M
Shares

$285 Million
1.74% of portfolio

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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New Potomac Partners, LLC Dimensional ETF Tr U S Target Transaction History