Tobias Financial Advisors, Inc. Dimensional ETF Tr U S Target Transaction History
Tobias Financial Advisors, Inc.
- $486 Million
- Q3 2024
A detailed history of Tobias Financial Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 27,411 shares of DFAT stock, worth $1.58 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
27,411
Previous 27,474
0.23%
Holding current value
$1.58 Million
Previous $1.43 Million
6.95%
% of portfolio
0.31%
Previous 0.32%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
681Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$815 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$506 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$415 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$296 Million2.33% of portfolio