Vision Capital Management, Inc. Dimensional ETF Tr U S Target Transaction History
Vision Capital Management, Inc.
- $695 Million
- Q3 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 $327,977. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,699
Previous 5,699
-0.0%
Holding current value
$327,977
Previous $295,000
7.46%
% of portfolio
0.05%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall 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$505 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$424 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$299 Million2.46% of portfolio