Towneley Capital Management, Inc / De Dimensional ETF Tr U S Target Transaction History
Towneley Capital Management, Inc / De
- $442 Billion
- Q3 2024
A detailed history of Towneley Capital Management, Inc / De transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Towneley Capital Management, Inc / De holds 5,136 shares of DFAT stock, worth $295,730. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,136
Previous 5,118
0.35%
Holding current value
$295,730
Previous $265 Million
7.64%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
677Shares Held
158MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$814 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.7.37MShares$424 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$299 Million2.46% of portfolio