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 $636,979. This represents 0.78% of its overall portfolio holdings.
Number of Shares
11,051
              Previous 11,018
              
        
           0.3%
        
      
          
        Holding current value
$636,979
            Previous $484,000
            
        
           1.45%
        
      
          
        % of portfolio
0.78%
            Previous 0.3%
          
        Shares
	  6 transactions
	
  Others Institutions Holding DFAT
# of Institutions
801Shares Held
173MCall Options Held
0Put Options Held
0- 
    
      Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
- 
    
      Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
- 
    
      Forum Financial Management, LP Lombard, IL9.75MShares$562 Million8.82% of portfolio
- 
    
      Index Fund Advisors, Inc.6.52MShares$376 Million19.13% of portfolio
- 
    
      Pure Financial Advisors, LLC4.96MShares$286 Million4.76% of portfolio