Schubert & CO Dimensional ETF Tr U S Target Transaction History
Schubert & CO
- $115 Million
- Q4 2024
A detailed history of Schubert & CO transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Schubert & CO holds 31,938 shares of DFAT stock, worth $1.66 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
31,938
Previous 31,870
0.21%
Holding current value
$1.66 Million
Previous $1.77 Million
0.28%
% of portfolio
1.54%
Previous 1.57%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
751Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$731 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$647 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$465 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$374 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$267 Million2.33% of portfolio