Squire Investment Management Company, LLC Dimensional ETF Tr U S Target Transaction History
Squire Investment Management Company, LLC
- $210 Billion
- Q3 2024
A detailed history of Squire Investment Management Company, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 444,086 shares of DFAT stock, worth $24.9 Million. This represents 11.75% of its overall portfolio holdings.
Number of Shares
444,086
Previous 441,960
0.48%
Holding current value
$24.9 Million
Previous $22.9 Billion
7.76%
% of portfolio
11.75%
Previous 13.0%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$793 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$697 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$492 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$413 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$291 Million2.46% of portfolio