Surevest, LLC Dimensional ETF Tr U S Target Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Surevest, LLC holds 6,947 shares of DFAT stock, worth $398,549. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,947
Previous 6,947
-0.0%
Holding current value
$398,549
Previous $279,000
2.87%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
675Shares Held
157MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$811 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$714 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$504 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$423 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$298 Million2.46% of portfolio