Secure Asset Management, LLC Dimensional ETF Tr U S Target Transaction History
Secure Asset Management, LLC
- $568 Million
- Q3 2024
A detailed history of Secure Asset Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Secure Asset Management, LLC holds 9,100 shares of DFAT stock, worth $538,902. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,100
Previous 9,100
-0.0%
Holding current value
$538,902
Previous $472,000
7.2%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
667Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$838 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$737 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$520 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$436 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$307 Million2.46% of portfolio