Summit Trail Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Summit Trail Advisors, LLC
- $3.76 Billion
- Q2 2024
A detailed history of Summit Trail Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 13,958 shares of DFAT stock, worth $768,108. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,958Holding current value
$768,108% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$784 Million0.79% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$684 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.63MShares$475 Million9.23% of portfolio
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Index Fund Advisors, Inc.7.51MShares$413 Million22.58% of portfolio
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Savant Capital, LLC4.85MShares$267 Million2.47% of portfolio