Sequent Asset Management, LLC Dimensional ETF Tr U S Target Transaction History
Sequent Asset Management, LLC
- $115 Million
- Q1 2025
A detailed history of Sequent Asset Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Sequent Asset Management, LLC holds 5,932 shares of DFAT stock, worth $291,083. This represents 0.27% of its overall portfolio holdings.
Number of Shares
5,932
Previous 5,932
-0.0%
Holding current value
$291,083
Previous $330,000
7.58%
% of portfolio
0.27%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
759Shares 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