Raymond James Trust N.A. Dimensional ETF Tr U S Target Transaction History

Raymond James Trust N.A.

$4.55 Billion
Q3 2024

A detailed history of Raymond James Trust N.A. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Raymond James Trust N.A. holds 3,747 shares of DFAT stock, worth $196,942. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,747

Holding current value

$196,942

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$51.0 - $57.07 $191,097 - $213,841	3,747 New	3,747 $208,000

Others Institutions Holding DFAT

# of Institutions

770

Shares Held

168M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

13.9M
Shares

$733 Million
0.68% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$654 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.88M
Shares

$467 Million
8.65% of portfolio
Index Fund Advisors, Inc.

6.31M
Shares

$332 Million
20.84% of portfolio
Savant Capital, LLC

5.05M
Shares

$265 Million
1.97% of portfolio

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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Raymond James Trust N.A. Dimensional ETF Tr U S Target Transaction History