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 $29,959. This represents 0.01% of its overall portfolio holdings.
Number of Shares
570
Previous 507
12.43%
Holding current value
$29,959
Previous $26,000
19.23%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
753Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$740 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$470 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$378 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$270 Million2.33% of portfolio