Steward Financial Group LLC Dimensional ETF Tr U S Target Transaction History
Steward Financial Group LLC
- $315 Million
- Q3 2023
A detailed history of Steward Financial Group LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Steward Financial Group LLC holds 314,652 shares of DFAT stock, worth $16.3 Million. This represents 4.56% of its overall portfolio holdings.
Number of Shares
314,652
Previous 310,573
1.31%
Holding current value
$16.3 Million
Previous $14.4 Million
0.22%
% of portfolio
4.56%
Previous 4.6%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
629Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$710 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$656 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$471 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$401 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$250 Million3.04% of portfolio