Visionary Wealth Advisors Dimensional ETF Tr U S Target Transaction History
Visionary Wealth Advisors
- $1.57 Billion
- Q3 2024
A detailed history of Visionary Wealth Advisors transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Visionary Wealth Advisors holds 235,925 shares of DFAT stock, worth $13.7 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
235,925
Previous 236,432
0.21%
Holding current value
$13.7 Million
Previous $12.3 Million
7.02%
% of portfolio
0.83%
Previous 0.83%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
682Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$820 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$721 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$509 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$417 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$298 Million2.33% of portfolio