Towneley Capital Management, Inc / De Dimensional ETF Tr U S Target Transaction History
Towneley Capital Management, Inc / De
- $427 Billion
- Q1 2025
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 5,172 shares of DFAT stock, worth $269,306. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,172
Previous 5,156
0.31%
Holding current value
$269,306
Previous $287 Million
7.21%
% of portfolio
0.06%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
770Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$726 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$648 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$462 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$329 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$263 Million1.97% of portfolio