Rtd Financial Advisors, Inc. Dimensional ETF Tr U S Target Transaction History
Rtd Financial Advisors, Inc.
- $779 Million
- Q4 2024
A detailed history of Rtd Financial Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 84,802 shares of DFAT stock, worth $4.92 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
84,802
Previous 84,934
0.16%
Holding current value
$4.92 Million
Previous $4.72 Million
0.08%
% of portfolio
0.61%
Previous 0.6%
Shares
13 transactions
Others Institutions Holding DFAT
# of Institutions
682Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$820 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$721 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$509 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$417 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$298 Million2.33% of portfolio