Oliver Lagore Vanvalin Investment Group Dimensional ETF Tr U S Target Transaction History
Oliver Lagore Vanvalin Investment Group
- $370 Million
- Q4 2024
A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 1,458 shares of DFAT stock, worth $76,632. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,458
Previous 570
155.79%
Holding current value
$76,632
Previous $31,000
161.29%
% of portfolio
0.02%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
770Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$733 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$467 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$332 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$265 Million1.97% of portfolio