Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr U S Target Transaction History
Shanker Valleau Wealth Advisors, Inc.
- $291 Million
- Q4 2024
A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 186,099 shares of DFAT stock, worth $9.58 Million. This represents 3.56% of its overall portfolio holdings.
Number of Shares
186,099
Previous 193,869
4.01%
Holding current value
$9.58 Million
Previous $10.8 Million
3.95%
% of portfolio
3.56%
Previous 3.67%
Shares
13 transactions
Others Institutions Holding DFAT
# of Institutions
755Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$725 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$640 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$461 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$371 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$264 Million2.33% of portfolio