Private Ocean, LLC Dimensional ETF Tr U S Target Transaction History
Private Ocean, LLC
- $1.08 Billion
- Q2 2024
A detailed history of Private Ocean, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Private Ocean, LLC holds 2,188 shares of DFAT stock, worth $125,919. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,188
Previous 2,188
-0.0%
Holding current value
$125,919
Previous $119,000
5.04%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall 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$505 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$424 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$299 Million2.46% of portfolio