Poinciana Advisors Group, LLC Dimensional ETF Tr U S Target Transaction History
Poinciana Advisors Group, LLC
- $96.5 Billion
- Q1 2025
A detailed history of Poinciana Advisors Group, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 30,260 shares of DFAT stock, worth $1.56 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
30,260
Previous 31,986
5.4%
Holding current value
$1.56 Million
Previous $1.78 Billion
12.49%
% of portfolio
1.61%
Previous 1.8%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
768Shares Held
167MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$720 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$642 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$458 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$326 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$261 Million1.97% of portfolio