Towneley Capital Management, Inc / De Dimensional ETF Tr U S Target Transaction History
Towneley Capital Management, Inc / De
- $460 Billion
- Q3 2025
A detailed history of Towneley Capital Management, Inc / De transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Towneley Capital Management, Inc / De holds 5,220 shares of DFAT stock, worth $297,226. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,220
Previous 5,195
0.48%
Holding current value
$297,226
Previous $280 Million
8.39%
% of portfolio
0.07%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio