Stone Asset Management Inc. Dimensional ETF Tr U S Target Transaction History
Stone Asset Management Inc.
- $62.6 Million
- Q1 2023
A detailed history of Stone Asset Management Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Stone Asset Management Inc. holds 11,051 shares of DFAT stock, worth $629,243. This represents 0.78% of its overall portfolio holdings.
Number of Shares
11,051
Previous 11,018
0.3%
Holding current value
$629,243
Previous $484,000
1.45%
% of portfolio
0.78%
Previous 0.3%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio