Tci Wealth Advisors, Inc. Dimensional ETF Tr U S Target Transaction History
Tci Wealth Advisors, Inc.
- $1.13 Billion
- Q4 2024
A detailed history of Tci Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 499,751 shares of DFAT stock, worth $28.8 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
499,751
Previous 507,493
1.53%
Holding current value
$28.8 Million
Previous $28.2 Million
1.47%
% of portfolio
2.46%
Previous 2.52%
Shares
15 transactions
Others Institutions Holding DFAT
# of Institutions
680Shares Held
158MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$815 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$506 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$425 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$299 Million2.46% of portfolio