S.A. Mason LLC Dimensional ETF Tr U S Target Transaction History
S.A. Mason LLC
- $185 Million
- Q1 2025
A detailed history of S.A. Mason LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, S.A. Mason LLC holds 2,829 shares of DFAT stock, worth $138,819. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,829
Previous 2,829
-0.0%
Holding current value
$138,819
Previous $157,000
7.64%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
758Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$691 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$436 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$310 Million20.84% of portfolio
-
Savant Capital, LLC5.13MShares$252 Million2.33% of portfolio