Towneley Capital Management, Inc / De Dimensional ETF Tr U S Target Transaction History
Towneley Capital Management, Inc / De
- $442 Billion
- Q3 2024
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 5,136 shares of DFAT stock, worth $280,990. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,136
Previous 5,118
0.35%
Holding current value
$280,990
Previous $265 Million
7.64%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
652Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$774 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$680 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$481 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$403 Million22.37% of portfolio
-
Savant Capital, LLC4.85MShares$265 Million2.47% of portfolio