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 $124,759. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,188
Previous 2,188
-0.0%
Holding current value
$124,759
Previous $119,000
5.04%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
802Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$804 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$709 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$556 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$372 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$284 Million1.62% of portfolio