Rothschild Investment LLC Dimensional ETF Tr U S Target Transaction History
Rothschild Investment LLC
- $1.49 Trillion
- Q1 2025
A detailed history of Rothschild Investment LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Rothschild Investment LLC holds 3,123 shares of DFAT stock, worth $160,303. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,123
Previous 3,123
-0.0%
Holding current value
$160,303
Previous $174 Million
7.49%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
768Shares Held
167MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$716 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$638 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$456 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$324 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$259 Million1.97% of portfolio