New Edge Advisors, LLC Dimensional ETF Tr U S Target Transaction History
New Edge Advisors, LLC
- $11.2 Billion
- Q1 2024
A detailed history of New Edge Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, New Edge Advisors, LLC holds 119,144 shares of DFAT stock, worth $6.41 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
119,144
Previous 107,461
10.87%
Holding current value
$6.41 Million
Previous $5.62 Million
15.33%
% of portfolio
0.06%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
627Shares Held
150MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$737 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$681 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$489 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$416 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$259 Million3.04% of portfolio