Olistico Wealth, LLC Dimensional ETF Tr U S Target Transaction History
Olistico Wealth, LLC
- $164 Billion
- Q3 2024
A detailed history of Olistico Wealth, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Olistico Wealth, LLC holds 13,272 shares of DFAT stock, worth $736,065. This represents 0.45% of its overall portfolio holdings.
Number of Shares
13,272
Previous 13,863
4.26%
Holding current value
$736,065
Previous $719 Million
2.68%
% of portfolio
0.45%
Previous 0.46%
Shares
8 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