Smith Chas P & Associates Pa Cpas Dimensional ETF Tr U S Target Transaction History
Smith Chas P & Associates Pa Cpas
- $1.74 Billion
- Q4 2024
A detailed history of Smith Chas P & Associates Pa Cpas transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Smith Chas P & Associates Pa Cpas holds 12,271 shares of DFAT stock, worth $711,718. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,271
Previous 12,271
-0.0%
Holding current value
$711,718
Previous $682,000
0.15%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
682Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$820 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$721 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$509 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$417 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$298 Million2.33% of portfolio