Olio Financial Planning Dimensional ETF Tr U S Target Transaction History
Olio Financial Planning
- $250 Million
- Q1 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 $2.21 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
43,336
Previous 44,064
1.65%
Holding current value
$2.21 Million
Previous $2.31 Million
2.3%
% of portfolio
0.94%
Previous 0.97%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
632Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$699 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$645 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$463 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$394 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$246 Million3.04% of portfolio