Squire Investment Management Company, LLC Dimensional ETF Tr U S Target Transaction History
Squire Investment Management Company, LLC
- $227 Billion
- Q4 2024
A detailed history of Squire Investment Management Company, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 442,730 shares of DFAT stock, worth $24.4 Million. This represents 10.84% of its overall portfolio holdings.
Number of Shares
442,730
Previous 444,086
0.31%
Holding current value
$24.4 Million
Previous $24.7 Billion
0.25%
% of portfolio
10.84%
Previous 11.75%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
748Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$777 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$687 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$494 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$397 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$283 Million2.33% of portfolio