Fiduciary Alliance LLC Dimensional ETF Tr U S Target Transaction History
Fiduciary Alliance LLC
- $989 Billion
- Q4 2024
A detailed history of Fiduciary Alliance LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Fiduciary Alliance LLC holds 3,735 shares of DFAT stock, worth $213,679. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,735
Previous 3,835
2.61%
Holding current value
$213,679
Previous $213 Million
2.56%
% of portfolio
0.02%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
693Shares Held
160MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$809 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$712 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$502 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$412 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$294 Million2.33% of portfolio