Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr U S Target Transaction History
Shanker Valleau Wealth Advisors, Inc.
- $234 Million
- Q2 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 191,424 shares of DFAT stock, worth $10.3 Million. This represents 4.25% of its overall portfolio holdings.
Number of Shares
191,424
Previous 190,541
0.46%
Holding current value
$10.3 Million
Previous $10.4 Million
4.26%
% of portfolio
4.25%
Previous 4.77%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
647Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$766 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$669 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$464 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$404 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$261 Million2.47% of portfolio