Vision Capital Management, Inc. Dimensional ETF Tr U S Target Transaction History
Vision Capital Management, Inc.
- $657 Million
- Q1 2024
A detailed history of Vision Capital Management, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Vision Capital Management, Inc. holds 5,699 shares of DFAT stock, worth $294,638. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,699
Previous 6,203
8.13%
Holding current value
$294,638
Previous $324,000
4.32%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
629Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$708 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$654 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$470 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$400 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$249 Million3.04% of portfolio