Poinciana Advisors Group, LLC Dimensional ETF Tr U S Target Transaction History
Poinciana Advisors Group, LLC
- $98.7 Billion
- Q4 2024
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 31,986 shares of DFAT stock, worth $1.82 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
31,986Holding current value
$1.82 Million% of portfolio
1.8%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
711Shares Held
163MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$805 Million0.78% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.78MShares$500 Million9.32% of portfolio
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Index Fund Advisors, Inc.7.2MShares$410 Million22.29% of portfolio
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Savant Capital, LLC5.13MShares$292 Million2.33% of portfolio