Belpointe Asset Management LLC Dimensional ETF Tr U S Target Transaction History
Belpointe Asset Management LLC
- $1.51 Billion
- Q4 2024
A detailed history of Belpointe Asset Management LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Belpointe Asset Management LLC holds 7,211 shares of DFAT stock, worth $381,173. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,211
Previous 7,211
-0.0%
Holding current value
$381,173
Previous $401,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
754Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$744 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$657 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$473 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$380 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$271 Million2.33% of portfolio