Vision Capital Management, Inc. Dimensional ETF Tr U S Target Transaction History
Vision Capital Management, Inc.
- $668 Million
- Q4 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 $328,262. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,699
Previous 5,699
-0.0%
Holding current value
$328,262
Previous $317,000
-0.0%
% of portfolio
0.05%
Previous 0.05%
Shares
2 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