Plante Moran Financial Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Plante Moran Financial Advisors, LLC
- $1.17 Billion
- Q3 2024
A detailed history of Plante Moran Financial Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 13,986 shares of DFAT stock, worth $846,992. This represents 0.07% of its overall portfolio holdings.
Number of Shares
13,986
Previous 13,986
-0.0%
Holding current value
$846,992
Previous $725,000
7.31%
% of portfolio
0.07%
Previous 0.07%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$857 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$753 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$532 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$446 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$314 Million2.46% of portfolio