Concurrent Investment Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 4,604 shares of DFAT stock, worth $259,711. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,604
Previous 4,595
0.2%
Holding current value
$259,711
Previous $256 Million
0.27%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
724Shares Held
164MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$798 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$702 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.81MShares$497 Million9.88% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$406 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$290 Million2.33% of portfolio