Oxford Financial Group LTD Dimensional ETF Tr U S Target Transaction History
Oxford Financial Group LTD
- $1.58 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
699Shares Held
162MCall 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$506 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$414 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$295 Million2.33% of portfolio