Oliver Lagore Vanvalin Investment Group Dimensional ETF Tr U S Target Transaction History
Oliver Lagore Vanvalin Investment Group
- $359 Million
- Q3 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 570 shares of DFAT stock, worth $32,803. This represents 0.01% of its overall portfolio holdings.
Number of Shares
570
Previous 507
12.43%
Holding current value
$32,803
Previous $26,000
19.23%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$814 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$505 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$424 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$299 Million2.46% of portfolio