Verdence Capital Advisors LLC Dimensional ETF Tr U S Target Transaction History
Verdence Capital Advisors LLC
- $1.1 Billion
- Q2 2024
A detailed history of Verdence Capital Advisors LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Verdence Capital Advisors LLC holds 80,135 shares of DFAT stock, worth $4.55 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
80,135
Previous 117,335
31.7%
Holding current value
$4.55 Million
Previous $6.39 Million
34.92%
% of portfolio
0.38%
Previous 0.59%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
650Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$803 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$706 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$490 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$426 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$275 Million2.47% of portfolio