Olio Financial Planning Dimensional ETF Tr U S Target Transaction History
Olio Financial Planning
- $267 Million
- Q3 2024
A detailed history of Olio Financial Planning transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Olio Financial Planning holds 43,336 shares of DFAT stock, worth $2.4 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
43,336
Previous 43,286
0.12%
Holding current value
$2.4 Million
Previous $2.25 Million
7.35%
% of portfolio
0.9%
Previous 0.9%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$784 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$690 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$487 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$409 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$288 Million2.46% of portfolio