Advisor Partners Ii, LLC Dimensional ETF Tr U S Target Transaction History
Advisor Partners Ii, LLC
- $2.47 Billion
- Q3 2023
A detailed history of Advisor Partners Ii, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Advisor Partners Ii, LLC holds 36,921 shares of DFAT stock, worth $2.02 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
36,921
Previous 36,570
0.96%
Holding current value
$2.02 Million
Previous $1.7 Million
0.59%
% of portfolio
0.07%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$773 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$679 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$480 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$403 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$284 Million2.46% of portfolio